Civic Intelligence

Bernard Jacobs, D.D.S., P.A.

Plan context: Bernard Jacobs, D.D.S., P.A. Profit Sharing Plan

EIN 22-2050263 • 13 filings • 3 plans

Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$3,086,585

2009 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$3,086,585$1,543,293$0199920042005YearValue
$3,086,585Latest year 2005

Participants Over Time

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

530199920022005YearValue
5Latest year 2005

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
200910$0$0-
Bernard Jacobs, D.D.S., P.A. Profit Sharing Plan-----
200515$3,086,585$0-
Bernard Jacobs, D.D.S., P.A. Profit Sharing Plan-5$3,086,585--
200415$2,546,172$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Bernard Jacobs, D.D.S., P.A. Profit Sharing Plan-5$2,546,172$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200325$0$0-
Bernard Jacobs, D.D.S., P.A. Money Purchase Pension Plan-1---
Bernard Jacobs, D.D.S., P.A. Profit Sharing Plan-5---
200225$2,182,962$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Bernard Jacobs, D.D.S., P.A. Profit Sharing Plan-5$2,072,967$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Bernard Jacobs, D.D.S., P.A. Money Purchase Pension Plan-1$109,995--
200125$0$0-
Bernard Jacobs, D.D.S., P.A. Money Purchase Pension Plan-5---
Bernard Jacobs, D.D.S., P.A. Profit Sharing Plan-5---
200025$0$0-
Bernard Jacobs, D.D.S., P.A. Money Purchase Pension Plan-5---
Bernard Jacobs, D.D.S., P.A. Profit Sharing Plan-5---
199925$2,075,009$24,999$5,000iApproximate average salary by contribution assumption: employee only about $124,995 at 4% or $83,330 at 6%; with 50% employer match about $83,330 at 4% or $55,553 at 6%; with 100% employer match about $62,498 at 4% or $41,665 at 6%.
Bernard Jacobs, D.D.S., P.A. Money Purchase Pension Plan-5$1,269,634$20,725$4,145iApproximate average salary by contribution assumption: employee only about $103,625 at 4% or $69,083 at 6%; with 50% employer match about $69,083 at 4% or $46,056 at 6%; with 100% employer match about $51,813 at 4% or $34,542 at 6%.
Bernard Jacobs, D.D.S., P.A. Profit Sharing Plan-5$805,375$4,274$855iApproximate average salary by contribution assumption: employee only about $21,370 at 4% or $14,247 at 6%; with 50% employer match about $14,247 at 4% or $9,498 at 6%; with 100% employer match about $10,685 at 4% or $7,123 at 6%.