Civic Intelligence

Jacobowitz & Defino PC.

Plan context: Jacobowitz & Defino 401(K) Plan

EIN 22-2491325 • Oakhurst, NJ • 18 filings • 9 plans

257 Monmouth RoadBuilding AOakhurst, NJ 07755
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$633,775

2017 Contributions

$975

Historical Graphs

Total Assets Over Time

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

$1,449,308$724,654$0200020082016YearValue
$633,775Latest year 2016

Participants Over Time

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

1680200020082016YearValue
5Latest year 2016

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
201710$0$975-
Jacobowitz & Defino 401(K) Plan-0-$975-
201615$633,775$8,310$1,662iApproximate average salary by contribution assumption: employee only about $41,550 at 4% or $27,700 at 6%; with 50% employer match about $27,700 at 4% or $18,467 at 6%; with 100% employer match about $20,775 at 4% or $13,850 at 6%.
Jacobowitz & Defino 401(K) Plan-5$633,775$8,310$1,662iApproximate average salary by contribution assumption: employee only about $41,550 at 4% or $27,700 at 6%; with 50% employer match about $27,700 at 4% or $18,467 at 6%; with 100% employer match about $20,775 at 4% or $13,850 at 6%.
201519$1,139,279$3,180$353iApproximate average salary by contribution assumption: employee only about $8,833 at 4% or $5,889 at 6%; with 50% employer match about $5,889 at 4% or $3,926 at 6%; with 100% employer match about $4,417 at 4% or $2,944 at 6%.
Jacobowitz & Defino 401(K) Plan-9$1,139,279$3,180$353iApproximate average salary by contribution assumption: employee only about $8,833 at 4% or $5,889 at 6%; with 50% employer match about $5,889 at 4% or $3,926 at 6%; with 100% employer match about $4,417 at 4% or $2,944 at 6%.
2014113$1,176,985$8,160$628iApproximate average salary by contribution assumption: employee only about $15,692 at 4% or $10,462 at 6%; with 50% employer match about $10,462 at 4% or $6,974 at 6%; with 100% employer match about $7,846 at 4% or $5,231 at 6%.
Jacobowitz & Defino 401(K) Plan-13$1,176,985$8,160$628iApproximate average salary by contribution assumption: employee only about $15,692 at 4% or $10,462 at 6%; with 50% employer match about $10,462 at 4% or $6,974 at 6%; with 100% employer match about $7,846 at 4% or $5,231 at 6%.
2013111$1,159,884$17,170$1,561iApproximate average salary by contribution assumption: employee only about $39,023 at 4% or $26,015 at 6%; with 50% employer match about $26,015 at 4% or $17,343 at 6%; with 100% employer match about $19,511 at 4% or $13,008 at 6%.
Jacobowitz & Defino 401(K) Plan-11$1,159,884$17,170$1,561iApproximate average salary by contribution assumption: employee only about $39,023 at 4% or $26,015 at 6%; with 50% employer match about $26,015 at 4% or $17,343 at 6%; with 100% employer match about $19,511 at 4% or $13,008 at 6%.
201218$1,095,155$13,659$1,707iApproximate average salary by contribution assumption: employee only about $42,684 at 4% or $28,456 at 6%; with 50% employer match about $28,456 at 4% or $18,971 at 6%; with 100% employer match about $21,342 at 4% or $14,228 at 6%.
Jacobowitz & Defino 401(K) Plan-8$1,095,155$13,659$1,707iApproximate average salary by contribution assumption: employee only about $42,684 at 4% or $28,456 at 6%; with 50% employer match about $28,456 at 4% or $18,971 at 6%; with 100% employer match about $21,342 at 4% or $14,228 at 6%.
201119$1,404,486$54,302$6,034iApproximate average salary by contribution assumption: employee only about $150,839 at 4% or $100,559 at 6%; with 50% employer match about $100,559 at 4% or $67,040 at 6%; with 100% employer match about $75,419 at 4% or $50,280 at 6%.
Jacobowitz & Defino 401(K) Plan-9$1,404,486$54,302$6,034iApproximate average salary by contribution assumption: employee only about $150,839 at 4% or $100,559 at 6%; with 50% employer match about $100,559 at 4% or $67,040 at 6%; with 100% employer match about $75,419 at 4% or $50,280 at 6%.
201019$1,449,308$54,524$6,058iApproximate average salary by contribution assumption: employee only about $151,456 at 4% or $100,970 at 6%; with 50% employer match about $100,970 at 4% or $67,314 at 6%; with 100% employer match about $75,728 at 4% or $50,485 at 6%.
Jacobowitz & Defino 401(K) Plan-9$1,449,308$54,524$6,058iApproximate average salary by contribution assumption: employee only about $151,456 at 4% or $100,970 at 6%; with 50% employer match about $100,970 at 4% or $67,314 at 6%; with 100% employer match about $75,728 at 4% or $50,485 at 6%.
2009113$1,285,696$111,434$8,572iApproximate average salary by contribution assumption: employee only about $214,296 at 4% or $142,864 at 6%; with 50% employer match about $142,864 at 4% or $95,243 at 6%; with 100% employer match about $107,148 at 4% or $71,432 at 6%.
Jacobowitz & Defino 401(K) Plan-13$1,285,696$111,434$8,572iApproximate average salary by contribution assumption: employee only about $214,296 at 4% or $142,864 at 6%; with 50% employer match about $142,864 at 4% or $95,243 at 6%; with 100% employer match about $107,148 at 4% or $71,432 at 6%.
2008112$1,021,344$125,500$10,458iApproximate average salary by contribution assumption: employee only about $261,458 at 4% or $174,306 at 6%; with 50% employer match about $174,306 at 4% or $116,204 at 6%; with 100% employer match about $130,729 at 4% or $87,153 at 6%.
Jacobowitz & Defino 401(K) Plan-12$1,021,344$125,500$10,458iApproximate average salary by contribution assumption: employee only about $261,458 at 4% or $174,306 at 6%; with 50% employer match about $174,306 at 4% or $116,204 at 6%; with 100% employer match about $130,729 at 4% or $87,153 at 6%.
2007111$1,386,578$110,848$10,077iApproximate average salary by contribution assumption: employee only about $251,927 at 4% or $167,952 at 6%; with 50% employer match about $167,952 at 4% or $111,968 at 6%; with 100% employer match about $125,964 at 4% or $83,976 at 6%.
Jacobowitz & Defino 401(K) Plan-11$1,386,578$110,848$10,077iApproximate average salary by contribution assumption: employee only about $251,927 at 4% or $167,952 at 6%; with 50% employer match about $167,952 at 4% or $111,968 at 6%; with 100% employer match about $125,964 at 4% or $83,976 at 6%.
2006112$1,346,001$128,890$10,741iApproximate average salary by contribution assumption: employee only about $268,521 at 4% or $179,014 at 6%; with 50% employer match about $179,014 at 4% or $119,343 at 6%; with 100% employer match about $134,260 at 4% or $89,507 at 6%.
Jacobowitz & Defino 401(K) Plan-12$1,346,001$128,890$10,741iApproximate average salary by contribution assumption: employee only about $268,521 at 4% or $179,014 at 6%; with 50% employer match about $179,014 at 4% or $119,343 at 6%; with 100% employer match about $134,260 at 4% or $89,507 at 6%.
2005114$1,380,667$144,602$10,329iApproximate average salary by contribution assumption: employee only about $258,218 at 4% or $172,145 at 6%; with 50% employer match about $172,145 at 4% or $114,763 at 6%; with 100% employer match about $129,109 at 4% or $86,073 at 6%.
Jacobowitz & Defino 401(K) Plan-14$1,380,667$144,602$10,329iApproximate average salary by contribution assumption: employee only about $258,218 at 4% or $172,145 at 6%; with 50% employer match about $172,145 at 4% or $114,763 at 6%; with 100% employer match about $129,109 at 4% or $86,073 at 6%.
2004115$1,169,548$143,344$9,556iApproximate average salary by contribution assumption: employee only about $238,907 at 4% or $159,271 at 6%; with 50% employer match about $159,271 at 4% or $106,181 at 6%; with 100% employer match about $119,453 at 4% or $79,636 at 6%.
Jacobowitz & Defino 401(K) Plan-15$1,169,548$143,344$9,556iApproximate average salary by contribution assumption: employee only about $238,907 at 4% or $159,271 at 6%; with 50% employer match about $159,271 at 4% or $106,181 at 6%; with 100% employer match about $119,453 at 4% or $79,636 at 6%.
2003114$967,861$136,257$9,733iApproximate average salary by contribution assumption: employee only about $243,316 at 4% or $162,211 at 6%; with 50% employer match about $162,211 at 4% or $108,140 at 6%; with 100% employer match about $121,658 at 4% or $81,105 at 6%.
Jacobowitz & Defino 401(K) Plan-14$967,861$136,257$9,733iApproximate average salary by contribution assumption: employee only about $243,316 at 4% or $162,211 at 6%; with 50% employer match about $162,211 at 4% or $108,140 at 6%; with 100% employer match about $121,658 at 4% or $81,105 at 6%.
2002115$669,769$112,951$7,530iApproximate average salary by contribution assumption: employee only about $188,252 at 4% or $125,501 at 6%; with 50% employer match about $125,501 at 4% or $83,667 at 6%; with 100% employer match about $94,126 at 4% or $62,751 at 6%.
Jacobowitz & Defino 401(K) Plan-15$669,769$112,951$7,530iApproximate average salary by contribution assumption: employee only about $188,252 at 4% or $125,501 at 6%; with 50% employer match about $125,501 at 4% or $83,667 at 6%; with 100% employer match about $94,126 at 4% or $62,751 at 6%.
2001116$731,525$54,710$3,419iApproximate average salary by contribution assumption: employee only about $85,484 at 4% or $56,990 at 6%; with 50% employer match about $56,990 at 4% or $37,993 at 6%; with 100% employer match about $42,742 at 4% or $28,495 at 6%.
Jacobowitz & Defino 401(K) Plan-16$731,525$54,710$3,419iApproximate average salary by contribution assumption: employee only about $85,484 at 4% or $56,990 at 6%; with 50% employer match about $56,990 at 4% or $37,993 at 6%; with 100% employer match about $42,742 at 4% or $28,495 at 6%.
2000116$706,013$109,947$6,872iApproximate average salary by contribution assumption: employee only about $171,792 at 4% or $114,528 at 6%; with 50% employer match about $114,528 at 4% or $76,352 at 6%; with 100% employer match about $85,896 at 4% or $57,264 at 6%.
Jacobowitz & Defino 401(K) Plan-16$706,013$109,947$6,872iApproximate average salary by contribution assumption: employee only about $171,792 at 4% or $114,528 at 6%; with 50% employer match about $114,528 at 4% or $76,352 at 6%; with 100% employer match about $85,896 at 4% or $57,264 at 6%.
Jacobowitz & Defino PC. | EIN 22-2491325 | 2017 Form 5500 Company Profile