Civic Intelligence

William Jacob Management Inc

Plan context: William Jacob Management Inc 401 K Profit Sharing Plan Trust

EIN 20-1530858 • Houston, TX • 13 filings • 4 plans

14027 Memorial Dr., #320Houston, TX 77079
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$122,899

2019 Contributions

$5,096

Historical Graphs

Total Assets Over Time

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

$1,239,811$619,906$0200820142019YearValue
$122,899Latest year 2019

Participants Over Time

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

25130200720132019YearValue
6Latest year 2019

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
201916$122,899$5,096$849iApproximate average salary by contribution assumption: employee only about $21,233 at 4% or $14,156 at 6%; with 50% employer match about $14,156 at 4% or $9,437 at 6%; with 100% employer match about $10,617 at 4% or $7,078 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-6$122,899$5,096$849iApproximate average salary by contribution assumption: employee only about $21,233 at 4% or $14,156 at 6%; with 50% employer match about $14,156 at 4% or $9,437 at 6%; with 100% employer match about $10,617 at 4% or $7,078 at 6%.
201819$860,777$11,697$1,300iApproximate average salary by contribution assumption: employee only about $32,492 at 4% or $21,661 at 6%; with 50% employer match about $21,661 at 4% or $14,441 at 6%; with 100% employer match about $16,246 at 4% or $10,831 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-9$860,777$11,697$1,300iApproximate average salary by contribution assumption: employee only about $32,492 at 4% or $21,661 at 6%; with 50% employer match about $21,661 at 4% or $14,441 at 6%; with 100% employer match about $16,246 at 4% or $10,831 at 6%.
2017110$954,138$51,759$5,176iApproximate average salary by contribution assumption: employee only about $129,397 at 4% or $86,265 at 6%; with 50% employer match about $86,265 at 4% or $57,510 at 6%; with 100% employer match about $64,699 at 4% or $43,133 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-10$954,138$51,759$5,176iApproximate average salary by contribution assumption: employee only about $129,397 at 4% or $86,265 at 6%; with 50% employer match about $86,265 at 4% or $57,510 at 6%; with 100% employer match about $64,699 at 4% or $43,133 at 6%.
2016112$827,568$71,349$5,946iApproximate average salary by contribution assumption: employee only about $148,644 at 4% or $99,096 at 6%; with 50% employer match about $99,096 at 4% or $66,064 at 6%; with 100% employer match about $74,322 at 4% or $49,548 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-12$827,568$71,349$5,946iApproximate average salary by contribution assumption: employee only about $148,644 at 4% or $99,096 at 6%; with 50% employer match about $99,096 at 4% or $66,064 at 6%; with 100% employer match about $74,322 at 4% or $49,548 at 6%.
2015113$1,178,261$155,512$11,962iApproximate average salary by contribution assumption: employee only about $299,062 at 4% or $199,374 at 6%; with 50% employer match about $199,374 at 4% or $132,916 at 6%; with 100% employer match about $149,531 at 4% or $99,687 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-13$1,178,261$155,512$11,962iApproximate average salary by contribution assumption: employee only about $299,062 at 4% or $199,374 at 6%; with 50% employer match about $199,374 at 4% or $132,916 at 6%; with 100% employer match about $149,531 at 4% or $99,687 at 6%.
2014118$1,239,811$365,146$20,286iApproximate average salary by contribution assumption: employee only about $507,147 at 4% or $338,098 at 6%; with 50% employer match about $338,098 at 4% or $225,399 at 6%; with 100% employer match about $253,574 at 4% or $169,049 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-18$1,239,811$365,146$20,286iApproximate average salary by contribution assumption: employee only about $507,147 at 4% or $338,098 at 6%; with 50% employer match about $338,098 at 4% or $225,399 at 6%; with 100% employer match about $253,574 at 4% or $169,049 at 6%.
2013112$840,063$181,456$15,121iApproximate average salary by contribution assumption: employee only about $378,033 at 4% or $252,022 at 6%; with 50% employer match about $252,022 at 4% or $168,015 at 6%; with 100% employer match about $189,017 at 4% or $126,011 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-12$840,063$181,456$15,121iApproximate average salary by contribution assumption: employee only about $378,033 at 4% or $252,022 at 6%; with 50% employer match about $252,022 at 4% or $168,015 at 6%; with 100% employer match about $189,017 at 4% or $126,011 at 6%.
2012113$540,098$153,310$11,793iApproximate average salary by contribution assumption: employee only about $294,827 at 4% or $196,551 at 6%; with 50% employer match about $196,551 at 4% or $131,034 at 6%; with 100% employer match about $147,413 at 4% or $98,276 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-13$540,098$153,310$11,793iApproximate average salary by contribution assumption: employee only about $294,827 at 4% or $196,551 at 6%; with 50% employer match about $196,551 at 4% or $131,034 at 6%; with 100% employer match about $147,413 at 4% or $98,276 at 6%.
2011112$396,673$165,425$13,785iApproximate average salary by contribution assumption: employee only about $344,635 at 4% or $229,757 at 6%; with 50% employer match about $229,757 at 4% or $153,171 at 6%; with 100% employer match about $172,318 at 4% or $114,878 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-12$396,673$165,425$13,785iApproximate average salary by contribution assumption: employee only about $344,635 at 4% or $229,757 at 6%; with 50% employer match about $229,757 at 4% or $153,171 at 6%; with 100% employer match about $172,318 at 4% or $114,878 at 6%.
2010119$611,733$179,470$9,446iApproximate average salary by contribution assumption: employee only about $236,145 at 4% or $157,430 at 6%; with 50% employer match about $157,430 at 4% or $104,953 at 6%; with 100% employer match about $118,072 at 4% or $78,715 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-19$611,733$179,470$9,446iApproximate average salary by contribution assumption: employee only about $236,145 at 4% or $157,430 at 6%; with 50% employer match about $157,430 at 4% or $104,953 at 6%; with 100% employer match about $118,072 at 4% or $78,715 at 6%.
2009119$462,446$248,984$13,104iApproximate average salary by contribution assumption: employee only about $327,611 at 4% or $218,407 at 6%; with 50% employer match about $218,407 at 4% or $145,605 at 6%; with 100% employer match about $163,805 at 4% or $109,204 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-19$462,446$248,984$13,104iApproximate average salary by contribution assumption: employee only about $327,611 at 4% or $218,407 at 6%; with 50% employer match about $218,407 at 4% or $145,605 at 6%; with 100% employer match about $163,805 at 4% or $109,204 at 6%.
2008125$165,646$184,060$7,362iApproximate average salary by contribution assumption: employee only about $184,060 at 4% or $122,707 at 6%; with 50% employer match about $122,707 at 4% or $81,804 at 6%; with 100% employer match about $92,030 at 4% or $61,353 at 6%.
William Jacob Management Inc 401 K Profit Sharing Plan Trust-25$165,646$184,060$7,362iApproximate average salary by contribution assumption: employee only about $184,060 at 4% or $122,707 at 6%; with 50% employer match about $122,707 at 4% or $81,804 at 6%; with 100% employer match about $92,030 at 4% or $61,353 at 6%.
2007112$0$0-
William Jacob Management Inc 401 K Profit Sharing Plan Trust-12---