Jacob, Haxton & Boord LLC
Plan context: Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan
EIN 20-0754801 • Worthington, OH • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$716,839
2024 Contributions
$96,669
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $716,839 | $96,669 | $9,667iApproximate average salary by contribution assumption: employee only about $241,673 at 4% or $161,115 at 6%; with 50% employer match about $161,115 at 4% or $107,410 at 6%; with 100% employer match about $120,836 at 4% or $80,558 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 10 | $716,839 | $96,669 | $9,667iApproximate average salary by contribution assumption: employee only about $241,673 at 4% or $161,115 at 6%; with 50% employer match about $161,115 at 4% or $107,410 at 6%; with 100% employer match about $120,836 at 4% or $80,558 at 6%. |
| 2023 | 1 | 14 | $876,233 | $211,083 | $15,077iApproximate average salary by contribution assumption: employee only about $376,934 at 4% or $251,289 at 6%; with 50% employer match about $251,289 at 4% or $167,526 at 6%; with 100% employer match about $188,467 at 4% or $125,645 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 14 | $876,233 | $211,083 | $15,077iApproximate average salary by contribution assumption: employee only about $376,934 at 4% or $251,289 at 6%; with 50% employer match about $251,289 at 4% or $167,526 at 6%; with 100% employer match about $188,467 at 4% or $125,645 at 6%. |
| 2022 | 2 | 14 | $695,251 | $85,835 | $6,131iApproximate average salary by contribution assumption: employee only about $153,277 at 4% or $102,185 at 6%; with 50% employer match about $102,185 at 4% or $68,123 at 6%; with 100% employer match about $76,638 at 4% or $51,092 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 14 | $695,251 | $85,835 | $6,131iApproximate average salary by contribution assumption: employee only about $153,277 at 4% or $102,185 at 6%; with 50% employer match about $102,185 at 4% or $68,123 at 6%; with 100% employer match about $76,638 at 4% or $51,092 at 6%. |
| JHBENEFITS LTD MEDOVA LIFESTYLE HEALTH PLAN | - | 0 | $0 | $0 | - |
| 2021 | 2 | 15 | $870,911 | $146,017 | $9,734iApproximate average salary by contribution assumption: employee only about $243,362 at 4% or $162,241 at 6%; with 50% employer match about $162,241 at 4% or $108,161 at 6%; with 100% employer match about $121,681 at 4% or $81,121 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 15 | $868,670 | $72,126 | $4,808iApproximate average salary by contribution assumption: employee only about $120,210 at 4% or $80,140 at 6%; with 50% employer match about $80,140 at 4% or $53,427 at 6%; with 100% employer match about $60,105 at 4% or $40,070 at 6%. |
| JHBENEFITS LTD MEDOVA LIFESTYLE HEALTH PLAN | - | 0 | $2,241 | $73,891 | - |
| 2020 | 1 | 14 | $706,241 | $92,160 | $6,583iApproximate average salary by contribution assumption: employee only about $164,571 at 4% or $109,714 at 6%; with 50% employer match about $109,714 at 4% or $73,143 at 6%; with 100% employer match about $82,286 at 4% or $54,857 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 14 | $706,241 | $92,160 | $6,583iApproximate average salary by contribution assumption: employee only about $164,571 at 4% or $109,714 at 6%; with 50% employer match about $109,714 at 4% or $73,143 at 6%; with 100% employer match about $82,286 at 4% or $54,857 at 6%. |
| 2019 | 1 | 15 | $1,033,978 | $62,126 | $4,142iApproximate average salary by contribution assumption: employee only about $103,543 at 4% or $69,029 at 6%; with 50% employer match about $69,029 at 4% or $46,019 at 6%; with 100% employer match about $51,772 at 4% or $34,514 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 15 | $1,033,978 | $62,126 | $4,142iApproximate average salary by contribution assumption: employee only about $103,543 at 4% or $69,029 at 6%; with 50% employer match about $69,029 at 4% or $46,019 at 6%; with 100% employer match about $51,772 at 4% or $34,514 at 6%. |
| 2018 | 1 | 13 | $791,625 | $34,472 | $2,652iApproximate average salary by contribution assumption: employee only about $66,292 at 4% or $44,195 at 6%; with 50% employer match about $44,195 at 4% or $29,463 at 6%; with 100% employer match about $33,146 at 4% or $22,097 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 13 | $791,625 | $34,472 | $2,652iApproximate average salary by contribution assumption: employee only about $66,292 at 4% or $44,195 at 6%; with 50% employer match about $44,195 at 4% or $29,463 at 6%; with 100% employer match about $33,146 at 4% or $22,097 at 6%. |
| 2017 | 2 | 23 | $1,635,047 | $113,964 | $4,955iApproximate average salary by contribution assumption: employee only about $123,874 at 4% or $82,583 at 6%; with 50% employer match about $82,583 at 4% or $55,055 at 6%; with 100% employer match about $61,937 at 4% or $41,291 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 12 | $1,136,561 | $58,234 | $4,853iApproximate average salary by contribution assumption: employee only about $121,321 at 4% or $80,881 at 6%; with 50% employer match about $80,881 at 4% or $53,920 at 6%; with 100% employer match about $60,660 at 4% or $40,440 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 23 | $498,486 | $55,730 | $2,423iApproximate average salary by contribution assumption: employee only about $60,576 at 4% or $40,384 at 6%; with 50% employer match about $40,384 at 4% or $26,923 at 6%; with 100% employer match about $30,288 at 4% or $20,192 at 6%. |
| 2016 | 1 | 18 | $896,657 | $71,230 | $3,957iApproximate average salary by contribution assumption: employee only about $98,931 at 4% or $65,954 at 6%; with 50% employer match about $65,954 at 4% or $43,969 at 6%; with 100% employer match about $49,465 at 4% or $32,977 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 18 | $896,657 | $71,230 | $3,957iApproximate average salary by contribution assumption: employee only about $98,931 at 4% or $65,954 at 6%; with 50% employer match about $65,954 at 4% or $43,969 at 6%; with 100% employer match about $49,465 at 4% or $32,977 at 6%. |
| 2015 | 1 | 18 | $761,658 | $79,872 | $4,437iApproximate average salary by contribution assumption: employee only about $110,933 at 4% or $73,956 at 6%; with 50% employer match about $73,956 at 4% or $49,304 at 6%; with 100% employer match about $55,467 at 4% or $36,978 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 18 | $761,658 | $79,872 | $4,437iApproximate average salary by contribution assumption: employee only about $110,933 at 4% or $73,956 at 6%; with 50% employer match about $73,956 at 4% or $49,304 at 6%; with 100% employer match about $55,467 at 4% or $36,978 at 6%. |
| 2014 | 1 | 18 | $721,758 | $77,776 | $4,321iApproximate average salary by contribution assumption: employee only about $108,022 at 4% or $72,015 at 6%; with 50% employer match about $72,015 at 4% or $48,010 at 6%; with 100% employer match about $54,011 at 4% or $36,007 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 18 | $721,758 | $77,776 | $4,321iApproximate average salary by contribution assumption: employee only about $108,022 at 4% or $72,015 at 6%; with 50% employer match about $72,015 at 4% or $48,010 at 6%; with 100% employer match about $54,011 at 4% or $36,007 at 6%. |
| 2013 | 1 | 17 | $644,323 | $72,403 | $4,259iApproximate average salary by contribution assumption: employee only about $106,475 at 4% or $70,983 at 6%; with 50% employer match about $70,983 at 4% or $47,322 at 6%; with 100% employer match about $53,238 at 4% or $35,492 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 17 | $644,323 | $72,403 | $4,259iApproximate average salary by contribution assumption: employee only about $106,475 at 4% or $70,983 at 6%; with 50% employer match about $70,983 at 4% or $47,322 at 6%; with 100% employer match about $53,238 at 4% or $35,492 at 6%. |
| 2012 | 1 | 17 | $491,950 | $62,853 | $3,697iApproximate average salary by contribution assumption: employee only about $92,431 at 4% or $61,621 at 6%; with 50% employer match about $61,621 at 4% or $41,080 at 6%; with 100% employer match about $46,215 at 4% or $30,810 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 17 | $491,950 | $62,853 | $3,697iApproximate average salary by contribution assumption: employee only about $92,431 at 4% or $61,621 at 6%; with 50% employer match about $61,621 at 4% or $41,080 at 6%; with 100% employer match about $46,215 at 4% or $30,810 at 6%. |
| 2011 | 1 | 17 | $563,946 | $80,937 | $4,761iApproximate average salary by contribution assumption: employee only about $119,025 at 4% or $79,350 at 6%; with 50% employer match about $79,350 at 4% or $52,900 at 6%; with 100% employer match about $59,513 at 4% or $39,675 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 17 | $563,946 | $80,937 | $4,761iApproximate average salary by contribution assumption: employee only about $119,025 at 4% or $79,350 at 6%; with 50% employer match about $79,350 at 4% or $52,900 at 6%; with 100% employer match about $59,513 at 4% or $39,675 at 6%. |
| 2010 | 1 | 21 | $590,688 | $84,833 | $4,040iApproximate average salary by contribution assumption: employee only about $100,992 at 4% or $67,328 at 6%; with 50% employer match about $67,328 at 4% or $44,885 at 6%; with 100% employer match about $50,496 at 4% or $33,664 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 21 | $590,688 | $84,833 | $4,040iApproximate average salary by contribution assumption: employee only about $100,992 at 4% or $67,328 at 6%; with 50% employer match about $67,328 at 4% or $44,885 at 6%; with 100% employer match about $50,496 at 4% or $33,664 at 6%. |
| 2009 | 1 | 23 | $467,153 | $103,130 | $4,484iApproximate average salary by contribution assumption: employee only about $112,098 at 4% or $74,732 at 6%; with 50% employer match about $74,732 at 4% or $49,821 at 6%; with 100% employer match about $56,049 at 4% or $37,366 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 23 | $467,153 | $103,130 | $4,484iApproximate average salary by contribution assumption: employee only about $112,098 at 4% or $74,732 at 6%; with 50% employer match about $74,732 at 4% or $49,821 at 6%; with 100% employer match about $56,049 at 4% or $37,366 at 6%. |
| 2008 | 1 | 16 | $0 | $0 | - |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 16 | - | - | - |
| 2007 | 1 | 12 | $651,503 | $89,731 | $7,478iApproximate average salary by contribution assumption: employee only about $186,940 at 4% or $124,626 at 6%; with 50% employer match about $124,626 at 4% or $83,084 at 6%; with 100% employer match about $93,470 at 4% or $62,313 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 12 | $651,503 | $89,731 | $7,478iApproximate average salary by contribution assumption: employee only about $186,940 at 4% or $124,626 at 6%; with 50% employer match about $124,626 at 4% or $83,084 at 6%; with 100% employer match about $93,470 at 4% or $62,313 at 6%. |
| 2006 | 1 | 14 | $643,024 | $98,739 | $7,053iApproximate average salary by contribution assumption: employee only about $176,320 at 4% or $117,546 at 6%; with 50% employer match about $117,546 at 4% or $78,364 at 6%; with 100% employer match about $88,160 at 4% or $58,773 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 14 | $643,024 | $98,739 | $7,053iApproximate average salary by contribution assumption: employee only about $176,320 at 4% or $117,546 at 6%; with 50% employer match about $117,546 at 4% or $78,364 at 6%; with 100% employer match about $88,160 at 4% or $58,773 at 6%. |
| 2005 | 1 | 15 | $510,919 | $113,196 | $7,546iApproximate average salary by contribution assumption: employee only about $188,660 at 4% or $125,773 at 6%; with 50% employer match about $125,773 at 4% or $83,849 at 6%; with 100% employer match about $94,330 at 4% or $62,887 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 15 | $510,919 | $113,196 | $7,546iApproximate average salary by contribution assumption: employee only about $188,660 at 4% or $125,773 at 6%; with 50% employer match about $125,773 at 4% or $83,849 at 6%; with 100% employer match about $94,330 at 4% or $62,887 at 6%. |
| 2004 | 1 | 19 | $483,970 | $126,753 | $6,671iApproximate average salary by contribution assumption: employee only about $166,780 at 4% or $111,187 at 6%; with 50% employer match about $111,187 at 4% or $74,125 at 6%; with 100% employer match about $83,390 at 4% or $55,593 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 19 | $483,970 | $126,753 | $6,671iApproximate average salary by contribution assumption: employee only about $166,780 at 4% or $111,187 at 6%; with 50% employer match about $111,187 at 4% or $74,125 at 6%; with 100% employer match about $83,390 at 4% or $55,593 at 6%. |
| 2003 | 1 | 18 | $494,335 | $117,249 | $6,514iApproximate average salary by contribution assumption: employee only about $162,846 at 4% or $108,564 at 6%; with 50% employer match about $108,564 at 4% or $72,376 at 6%; with 100% employer match about $81,423 at 4% or $54,282 at 6%. |
| Jacob, Haxton & Boord LLC Profit Sharing 401(K) Plan | - | 18 | $494,335 | $117,249 | $6,514iApproximate average salary by contribution assumption: employee only about $162,846 at 4% or $108,564 at 6%; with 50% employer match about $108,564 at 4% or $72,376 at 6%; with 100% employer match about $81,423 at 4% or $54,282 at 6%. |