Civic Intelligence

Jacob Jacoby, M.D.

Plan context: Jacob Jacoby, M.D. Retirement Plan

EIN 22-2614693 • Monsey, NY • 21 filings • 1 plans

48 Concord DriveMonsey, NY 10952
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$2,011,084

2023 Contributions

$86,910

Historical Graphs

Total Assets Over Time

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

$2,287,811$1,143,906$0200320132023YearValue
$2,011,084Latest year 2023

Participants Over Time

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

420200320132023YearValue
2Latest year 2023

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
202312$2,011,084$86,910$43,455iApproximate average salary by contribution assumption: employee only about $1,086,375 at 4% or $724,250 at 6%; with 50% employer match about $724,250 at 4% or $482,833 at 6%; with 100% employer match about $543,188 at 4% or $362,125 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$2,011,084$86,910$43,455iApproximate average salary by contribution assumption: employee only about $1,086,375 at 4% or $724,250 at 6%; with 50% employer match about $724,250 at 4% or $482,833 at 6%; with 100% employer match about $543,188 at 4% or $362,125 at 6%.
202212$1,913,426$67,500$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,913,426$67,500$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
202112$2,287,811$70,998$35,499iApproximate average salary by contribution assumption: employee only about $887,475 at 4% or $591,650 at 6%; with 50% employer match about $591,650 at 4% or $394,433 at 6%; with 100% employer match about $443,738 at 4% or $295,825 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$2,287,811$70,998$35,499iApproximate average salary by contribution assumption: employee only about $887,475 at 4% or $591,650 at 6%; with 50% employer match about $591,650 at 4% or $394,433 at 6%; with 100% employer match about $443,738 at 4% or $295,825 at 6%.
202012$2,153,897$69,193$34,597iApproximate average salary by contribution assumption: employee only about $864,913 at 4% or $576,608 at 6%; with 50% employer match about $576,608 at 4% or $384,406 at 6%; with 100% employer match about $432,456 at 4% or $288,304 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$2,153,897$69,193$34,597iApproximate average salary by contribution assumption: employee only about $864,913 at 4% or $576,608 at 6%; with 50% employer match about $576,608 at 4% or $384,406 at 6%; with 100% employer match about $432,456 at 4% or $288,304 at 6%.
201912$1,984,743$67,589$33,795iApproximate average salary by contribution assumption: employee only about $844,863 at 4% or $563,242 at 6%; with 50% employer match about $563,242 at 4% or $375,494 at 6%; with 100% employer match about $422,431 at 4% or $281,621 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,984,743$67,589$33,795iApproximate average salary by contribution assumption: employee only about $844,863 at 4% or $563,242 at 6%; with 50% employer match about $563,242 at 4% or $375,494 at 6%; with 100% employer match about $422,431 at 4% or $281,621 at 6%.
201812$1,784,665$66,251$33,126iApproximate average salary by contribution assumption: employee only about $828,138 at 4% or $552,092 at 6%; with 50% employer match about $552,092 at 4% or $368,061 at 6%; with 100% employer match about $414,069 at 4% or $276,046 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,784,665$66,251$33,126iApproximate average salary by contribution assumption: employee only about $828,138 at 4% or $552,092 at 6%; with 50% employer match about $552,092 at 4% or $368,061 at 6%; with 100% employer match about $414,069 at 4% or $276,046 at 6%.
201712$1,916,404$64,991$32,496iApproximate average salary by contribution assumption: employee only about $812,388 at 4% or $541,592 at 6%; with 50% employer match about $541,592 at 4% or $361,061 at 6%; with 100% employer match about $406,194 at 4% or $270,796 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,916,404$64,991$32,496iApproximate average salary by contribution assumption: employee only about $812,388 at 4% or $541,592 at 6%; with 50% employer match about $541,592 at 4% or $361,061 at 6%; with 100% employer match about $406,194 at 4% or $270,796 at 6%.
201612$1,718,954$63,653$31,827iApproximate average salary by contribution assumption: employee only about $795,663 at 4% or $530,442 at 6%; with 50% employer match about $530,442 at 4% or $353,628 at 6%; with 100% employer match about $397,831 at 4% or $265,221 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,718,954$63,653$31,827iApproximate average salary by contribution assumption: employee only about $795,663 at 4% or $530,442 at 6%; with 50% employer match about $530,442 at 4% or $353,628 at 6%; with 100% employer match about $397,831 at 4% or $265,221 at 6%.
201512$1,674,685$63,473$31,737iApproximate average salary by contribution assumption: employee only about $793,413 at 4% or $528,942 at 6%; with 50% employer match about $528,942 at 4% or $352,628 at 6%; with 100% employer match about $396,706 at 4% or $264,471 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,674,685$63,473$31,737iApproximate average salary by contribution assumption: employee only about $793,413 at 4% or $528,942 at 6%; with 50% employer match about $528,942 at 4% or $352,628 at 6%; with 100% employer match about $396,706 at 4% or $264,471 at 6%.
201412$1,755,062$61,740$30,870iApproximate average salary by contribution assumption: employee only about $771,750 at 4% or $514,500 at 6%; with 50% employer match about $514,500 at 4% or $343,000 at 6%; with 100% employer match about $385,875 at 4% or $257,250 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,755,062$61,740$30,870iApproximate average salary by contribution assumption: employee only about $771,750 at 4% or $514,500 at 6%; with 50% employer match about $514,500 at 4% or $343,000 at 6%; with 100% employer match about $385,875 at 4% or $257,250 at 6%.
201311$1,687,994$56,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
Jacob Jacoby, M.D. Retirement Plan-1$1,687,994$56,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
201212$1,605,006$59,049$29,525iApproximate average salary by contribution assumption: employee only about $738,113 at 4% or $492,075 at 6%; with 50% employer match about $492,075 at 4% or $328,050 at 6%; with 100% employer match about $369,056 at 4% or $246,038 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,605,006$59,049$29,525iApproximate average salary by contribution assumption: employee only about $738,113 at 4% or $492,075 at 6%; with 50% employer match about $492,075 at 4% or $328,050 at 6%; with 100% employer match about $369,056 at 4% or $246,038 at 6%.
201112$1,414,667$58,779$29,390iApproximate average salary by contribution assumption: employee only about $734,738 at 4% or $489,825 at 6%; with 50% employer match about $489,825 at 4% or $326,550 at 6%; with 100% employer match about $367,369 at 4% or $244,913 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,414,667$58,779$29,390iApproximate average salary by contribution assumption: employee only about $734,738 at 4% or $489,825 at 6%; with 50% employer match about $489,825 at 4% or $326,550 at 6%; with 100% employer match about $367,369 at 4% or $244,913 at 6%.
201012$1,407,711$58,092$29,046iApproximate average salary by contribution assumption: employee only about $726,150 at 4% or $484,100 at 6%; with 50% employer match about $484,100 at 4% or $322,733 at 6%; with 100% employer match about $363,075 at 4% or $242,050 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,407,711$58,092$29,046iApproximate average salary by contribution assumption: employee only about $726,150 at 4% or $484,100 at 6%; with 50% employer match about $484,100 at 4% or $322,733 at 6%; with 100% employer match about $363,075 at 4% or $242,050 at 6%.
200912$1,226,856$59,547$29,774iApproximate average salary by contribution assumption: employee only about $744,338 at 4% or $496,225 at 6%; with 50% employer match about $496,225 at 4% or $330,817 at 6%; with 100% employer match about $372,169 at 4% or $248,113 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$1,226,856$59,547$29,774iApproximate average salary by contribution assumption: employee only about $744,338 at 4% or $496,225 at 6%; with 50% employer match about $496,225 at 4% or $330,817 at 6%; with 100% employer match about $372,169 at 4% or $248,113 at 6%.
200812$990,975$55,538$27,769iApproximate average salary by contribution assumption: employee only about $694,225 at 4% or $462,817 at 6%; with 50% employer match about $462,817 at 4% or $308,544 at 6%; with 100% employer match about $347,113 at 4% or $231,408 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$990,975$55,538$27,769iApproximate average salary by contribution assumption: employee only about $694,225 at 4% or $462,817 at 6%; with 50% employer match about $462,817 at 4% or $308,544 at 6%; with 100% employer match about $347,113 at 4% or $231,408 at 6%.
200714$1,377,734$54,482$13,621iApproximate average salary by contribution assumption: employee only about $340,513 at 4% or $227,008 at 6%; with 50% employer match about $227,008 at 4% or $151,339 at 6%; with 100% employer match about $170,256 at 4% or $113,504 at 6%.
Jacob Jacoby, M.D. Retirement Plan-4$1,377,734$54,482$13,621iApproximate average salary by contribution assumption: employee only about $340,513 at 4% or $227,008 at 6%; with 50% employer match about $227,008 at 4% or $151,339 at 6%; with 100% employer match about $170,256 at 4% or $113,504 at 6%.
200613$1,199,069$50,992$16,997iApproximate average salary by contribution assumption: employee only about $424,933 at 4% or $283,289 at 6%; with 50% employer match about $283,289 at 4% or $188,859 at 6%; with 100% employer match about $212,467 at 4% or $141,644 at 6%.
Jacob Jacoby, M.D. Retirement Plan-3$1,199,069$50,992$16,997iApproximate average salary by contribution assumption: employee only about $424,933 at 4% or $283,289 at 6%; with 50% employer match about $283,289 at 4% or $188,859 at 6%; with 100% employer match about $212,467 at 4% or $141,644 at 6%.
200513$1,023,781$48,137$16,046iApproximate average salary by contribution assumption: employee only about $401,142 at 4% or $267,428 at 6%; with 50% employer match about $267,428 at 4% or $178,285 at 6%; with 100% employer match about $200,571 at 4% or $133,714 at 6%.
Jacob Jacoby, M.D. Retirement Plan-3$1,023,781$48,137$16,046iApproximate average salary by contribution assumption: employee only about $401,142 at 4% or $267,428 at 6%; with 50% employer match about $267,428 at 4% or $178,285 at 6%; with 100% employer match about $200,571 at 4% or $133,714 at 6%.
200412$928,735$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$928,735$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
200312$825,642$764,448$382,224iApproximate average salary by contribution assumption: employee only about $9,555,600 at 4% or $6,370,400 at 6%; with 50% employer match about $6,370,400 at 4% or $4,246,933 at 6%; with 100% employer match about $4,777,800 at 4% or $3,185,200 at 6%.
Jacob Jacoby, M.D. Retirement Plan-2$825,642$764,448$382,224iApproximate average salary by contribution assumption: employee only about $9,555,600 at 4% or $6,370,400 at 6%; with 50% employer match about $6,370,400 at 4% or $4,246,933 at 6%; with 100% employer match about $4,777,800 at 4% or $3,185,200 at 6%.