Civic Intelligence

Bach & Jacobs, P.A.

Plan context: Bach & Jacobs, P.A. 401(K) Plan

EIN 20-0414226 • Sarasota, FL • 18 filings • 5 plans

2033 Main StreetSuite 505Sarasota, FL 34237
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$960,954

2024 Contributions

$105,822

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,181,121$590,561$0200820162024YearValue
$960,954Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740200720162024YearValue
6Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$960,954$105,822$17,637iApproximate average salary by contribution assumption: employee only about $440,925 at 4% or $293,950 at 6%; with 50% employer match about $293,950 at 4% or $195,967 at 6%; with 100% employer match about $220,463 at 4% or $146,975 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-6$960,954$105,822$17,637iApproximate average salary by contribution assumption: employee only about $440,925 at 4% or $293,950 at 6%; with 50% employer match about $293,950 at 4% or $195,967 at 6%; with 100% employer match about $220,463 at 4% or $146,975 at 6%.
202315$761,943$120,025$24,005iApproximate average salary by contribution assumption: employee only about $600,125 at 4% or $400,083 at 6%; with 50% employer match about $400,083 at 4% or $266,722 at 6%; with 100% employer match about $300,063 at 4% or $200,042 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-5$761,943$120,025$24,005iApproximate average salary by contribution assumption: employee only about $600,125 at 4% or $400,083 at 6%; with 50% employer match about $400,083 at 4% or $266,722 at 6%; with 100% employer match about $300,063 at 4% or $200,042 at 6%.
202215$539,255$85,070$17,014iApproximate average salary by contribution assumption: employee only about $425,350 at 4% or $283,567 at 6%; with 50% employer match about $283,567 at 4% or $189,044 at 6%; with 100% employer match about $212,675 at 4% or $141,783 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-5$539,255$85,070$17,014iApproximate average salary by contribution assumption: employee only about $425,350 at 4% or $283,567 at 6%; with 50% employer match about $283,567 at 4% or $189,044 at 6%; with 100% employer match about $212,675 at 4% or $141,783 at 6%.
202114$613,082$38,467$9,617iApproximate average salary by contribution assumption: employee only about $240,419 at 4% or $160,279 at 6%; with 50% employer match about $160,279 at 4% or $106,853 at 6%; with 100% employer match about $120,209 at 4% or $80,140 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-4$613,082$38,467$9,617iApproximate average salary by contribution assumption: employee only about $240,419 at 4% or $160,279 at 6%; with 50% employer match about $160,279 at 4% or $106,853 at 6%; with 100% employer match about $120,209 at 4% or $80,140 at 6%.
202016$666,639$115,408$19,235iApproximate average salary by contribution assumption: employee only about $480,867 at 4% or $320,578 at 6%; with 50% employer match about $320,578 at 4% or $213,719 at 6%; with 100% employer match about $240,433 at 4% or $160,289 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-6$666,639$115,408$19,235iApproximate average salary by contribution assumption: employee only about $480,867 at 4% or $320,578 at 6%; with 50% employer match about $320,578 at 4% or $213,719 at 6%; with 100% employer match about $240,433 at 4% or $160,289 at 6%.
201917$1,181,121$103,868$14,838iApproximate average salary by contribution assumption: employee only about $370,957 at 4% or $247,305 at 6%; with 50% employer match about $247,305 at 4% or $164,870 at 6%; with 100% employer match about $185,479 at 4% or $123,652 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-7$1,181,121$103,868$14,838iApproximate average salary by contribution assumption: employee only about $370,957 at 4% or $247,305 at 6%; with 50% employer match about $247,305 at 4% or $164,870 at 6%; with 100% employer match about $185,479 at 4% or $123,652 at 6%.
201816$889,342$42,640$7,107iApproximate average salary by contribution assumption: employee only about $177,667 at 4% or $118,444 at 6%; with 50% employer match about $118,444 at 4% or $78,963 at 6%; with 100% employer match about $88,833 at 4% or $59,222 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-6$889,342$42,640$7,107iApproximate average salary by contribution assumption: employee only about $177,667 at 4% or $118,444 at 6%; with 50% employer match about $118,444 at 4% or $78,963 at 6%; with 100% employer match about $88,833 at 4% or $59,222 at 6%.
201716$916,341$106,821$17,804iApproximate average salary by contribution assumption: employee only about $445,088 at 4% or $296,725 at 6%; with 50% employer match about $296,725 at 4% or $197,817 at 6%; with 100% employer match about $222,544 at 4% or $148,363 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-6$916,341$106,821$17,804iApproximate average salary by contribution assumption: employee only about $445,088 at 4% or $296,725 at 6%; with 50% employer match about $296,725 at 4% or $197,817 at 6%; with 100% employer match about $222,544 at 4% or $148,363 at 6%.
201616$704,762$114,883$19,147iApproximate average salary by contribution assumption: employee only about $478,679 at 4% or $319,119 at 6%; with 50% employer match about $319,119 at 4% or $212,746 at 6%; with 100% employer match about $239,340 at 4% or $159,560 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-6$704,762$114,883$19,147iApproximate average salary by contribution assumption: employee only about $478,679 at 4% or $319,119 at 6%; with 50% employer match about $319,119 at 4% or $212,746 at 6%; with 100% employer match about $239,340 at 4% or $159,560 at 6%.
201516$548,106$108,353$18,059iApproximate average salary by contribution assumption: employee only about $451,471 at 4% or $300,981 at 6%; with 50% employer match about $300,981 at 4% or $200,654 at 6%; with 100% employer match about $225,735 at 4% or $150,490 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-6$548,106$108,353$18,059iApproximate average salary by contribution assumption: employee only about $451,471 at 4% or $300,981 at 6%; with 50% employer match about $300,981 at 4% or $200,654 at 6%; with 100% employer match about $225,735 at 4% or $150,490 at 6%.
201413$449,472$86,901$28,967iApproximate average salary by contribution assumption: employee only about $724,175 at 4% or $482,783 at 6%; with 50% employer match about $482,783 at 4% or $321,856 at 6%; with 100% employer match about $362,088 at 4% or $241,392 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-3$449,472$86,901$28,967iApproximate average salary by contribution assumption: employee only about $724,175 at 4% or $482,783 at 6%; with 50% employer match about $482,783 at 4% or $321,856 at 6%; with 100% employer match about $362,088 at 4% or $241,392 at 6%.
201314$376,977$72,276$18,069iApproximate average salary by contribution assumption: employee only about $451,725 at 4% or $301,150 at 6%; with 50% employer match about $301,150 at 4% or $200,767 at 6%; with 100% employer match about $225,863 at 4% or $150,575 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-4$376,977$72,276$18,069iApproximate average salary by contribution assumption: employee only about $451,725 at 4% or $301,150 at 6%; with 50% employer match about $301,150 at 4% or $200,767 at 6%; with 100% employer match about $225,863 at 4% or $150,575 at 6%.
201214$282,206$35,576$8,894iApproximate average salary by contribution assumption: employee only about $222,350 at 4% or $148,233 at 6%; with 50% employer match about $148,233 at 4% or $98,822 at 6%; with 100% employer match about $111,175 at 4% or $74,117 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-4$282,206$35,576$8,894iApproximate average salary by contribution assumption: employee only about $222,350 at 4% or $148,233 at 6%; with 50% employer match about $148,233 at 4% or $98,822 at 6%; with 100% employer match about $111,175 at 4% or $74,117 at 6%.
201115$262,932$77,299$15,460iApproximate average salary by contribution assumption: employee only about $386,495 at 4% or $257,663 at 6%; with 50% employer match about $257,663 at 4% or $171,776 at 6%; with 100% employer match about $193,248 at 4% or $128,832 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-5$262,932$77,299$15,460iApproximate average salary by contribution assumption: employee only about $386,495 at 4% or $257,663 at 6%; with 50% employer match about $257,663 at 4% or $171,776 at 6%; with 100% employer match about $193,248 at 4% or $128,832 at 6%.
201014$205,754$38,825$9,706iApproximate average salary by contribution assumption: employee only about $242,656 at 4% or $161,771 at 6%; with 50% employer match about $161,771 at 4% or $107,847 at 6%; with 100% employer match about $121,328 at 4% or $80,885 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-4$205,754$38,825$9,706iApproximate average salary by contribution assumption: employee only about $242,656 at 4% or $161,771 at 6%; with 50% employer match about $161,771 at 4% or $107,847 at 6%; with 100% employer match about $121,328 at 4% or $80,885 at 6%.
200915$159,457$35,554$7,111iApproximate average salary by contribution assumption: employee only about $177,770 at 4% or $118,513 at 6%; with 50% employer match about $118,513 at 4% or $79,009 at 6%; with 100% employer match about $88,885 at 4% or $59,257 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-5$159,457$35,554$7,111iApproximate average salary by contribution assumption: employee only about $177,770 at 4% or $118,513 at 6%; with 50% employer match about $118,513 at 4% or $79,009 at 6%; with 100% employer match about $88,885 at 4% or $59,257 at 6%.
200814$139,521$98,322$24,581iApproximate average salary by contribution assumption: employee only about $614,513 at 4% or $409,675 at 6%; with 50% employer match about $409,675 at 4% or $273,117 at 6%; with 100% employer match about $307,256 at 4% or $204,838 at 6%.
Bach & Jacobs, P.A. 401(K) Plan-4$139,521$98,322$24,581iApproximate average salary by contribution assumption: employee only about $614,513 at 4% or $409,675 at 6%; with 50% employer match about $409,675 at 4% or $273,117 at 6%; with 100% employer match about $307,256 at 4% or $204,838 at 6%.
200714$0$0-
Bach & Jacobs, P.A. 401(K) Plan-4---