Civic Intelligence

Donald a. Jacobs

Plan context: Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan

EIN 25-1846979 • New Bloomfield, PA • 19 filings • 3 plans

200 Barnett Woods RoadPO Box 489New Bloomfield, PA 17068
Current Snapshot

Latest Year

2022

2022 Participants

20

2022 Assets

$1,216,679

2022 Contributions

$42,004

Historical Graphs

Total Assets Over Time

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

$1,286,988$643,494$0200520142021YearValue
$1,216,679Latest year 2021

Participants Over Time

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

21110200420132021YearValue
20Latest year 2021

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
202210$0$42,004-
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-0$0$42,004-
2021120$1,216,679$264,960$13,248iApproximate average salary by contribution assumption: employee only about $331,200 at 4% or $220,800 at 6%; with 50% employer match about $220,800 at 4% or $147,200 at 6%; with 100% employer match about $165,600 at 4% or $110,400 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-20$1,216,679$264,960$13,248iApproximate average salary by contribution assumption: employee only about $331,200 at 4% or $220,800 at 6%; with 50% employer match about $220,800 at 4% or $147,200 at 6%; with 100% employer match about $165,600 at 4% or $110,400 at 6%.
2020121$1,176,619$127,657$6,079iApproximate average salary by contribution assumption: employee only about $151,973 at 4% or $101,315 at 6%; with 50% employer match about $101,315 at 4% or $67,543 at 6%; with 100% employer match about $75,986 at 4% or $50,658 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-21$1,176,619$127,657$6,079iApproximate average salary by contribution assumption: employee only about $151,973 at 4% or $101,315 at 6%; with 50% employer match about $101,315 at 4% or $67,543 at 6%; with 100% employer match about $75,986 at 4% or $50,658 at 6%.
2019116$1,286,988$149,936$9,371iApproximate average salary by contribution assumption: employee only about $234,275 at 4% or $156,183 at 6%; with 50% employer match about $156,183 at 4% or $104,122 at 6%; with 100% employer match about $117,138 at 4% or $78,092 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-16$1,286,988$149,936$9,371iApproximate average salary by contribution assumption: employee only about $234,275 at 4% or $156,183 at 6%; with 50% employer match about $156,183 at 4% or $104,122 at 6%; with 100% employer match about $117,138 at 4% or $78,092 at 6%.
2018113$928,094$132,698$10,208iApproximate average salary by contribution assumption: employee only about $255,188 at 4% or $170,126 at 6%; with 50% employer match about $170,126 at 4% or $113,417 at 6%; with 100% employer match about $127,594 at 4% or $85,063 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-13$928,094$132,698$10,208iApproximate average salary by contribution assumption: employee only about $255,188 at 4% or $170,126 at 6%; with 50% employer match about $170,126 at 4% or $113,417 at 6%; with 100% employer match about $127,594 at 4% or $85,063 at 6%.
2017112$1,117,776$107,564$8,964iApproximate average salary by contribution assumption: employee only about $224,092 at 4% or $149,394 at 6%; with 50% employer match about $149,394 at 4% or $99,596 at 6%; with 100% employer match about $112,046 at 4% or $74,697 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-12$1,117,776$107,564$8,964iApproximate average salary by contribution assumption: employee only about $224,092 at 4% or $149,394 at 6%; with 50% employer match about $149,394 at 4% or $99,596 at 6%; with 100% employer match about $112,046 at 4% or $74,697 at 6%.
2016113$1,033,412$100,830$7,756iApproximate average salary by contribution assumption: employee only about $193,904 at 4% or $129,269 at 6%; with 50% employer match about $129,269 at 4% or $86,179 at 6%; with 100% employer match about $96,952 at 4% or $64,635 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-13$1,033,412$100,830$7,756iApproximate average salary by contribution assumption: employee only about $193,904 at 4% or $129,269 at 6%; with 50% employer match about $129,269 at 4% or $86,179 at 6%; with 100% employer match about $96,952 at 4% or $64,635 at 6%.
2015113$894,452$95,852$7,373iApproximate average salary by contribution assumption: employee only about $184,331 at 4% or $122,887 at 6%; with 50% employer match about $122,887 at 4% or $81,925 at 6%; with 100% employer match about $92,165 at 4% or $61,444 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-13$894,452$95,852$7,373iApproximate average salary by contribution assumption: employee only about $184,331 at 4% or $122,887 at 6%; with 50% employer match about $122,887 at 4% or $81,925 at 6%; with 100% employer match about $92,165 at 4% or $61,444 at 6%.
2014111$826,150$84,508$7,683iApproximate average salary by contribution assumption: employee only about $192,064 at 4% or $128,042 at 6%; with 50% employer match about $128,042 at 4% or $85,362 at 6%; with 100% employer match about $96,032 at 4% or $64,021 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-11$826,150$84,508$7,683iApproximate average salary by contribution assumption: employee only about $192,064 at 4% or $128,042 at 6%; with 50% employer match about $128,042 at 4% or $85,362 at 6%; with 100% employer match about $96,032 at 4% or $64,021 at 6%.
2013110$718,453$89,478$8,948iApproximate average salary by contribution assumption: employee only about $223,695 at 4% or $149,130 at 6%; with 50% employer match about $149,130 at 4% or $99,420 at 6%; with 100% employer match about $111,847 at 4% or $74,565 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-10$718,453$89,478$8,948iApproximate average salary by contribution assumption: employee only about $223,695 at 4% or $149,130 at 6%; with 50% employer match about $149,130 at 4% or $99,420 at 6%; with 100% employer match about $111,847 at 4% or $74,565 at 6%.
2012110$536,404$85,671$8,567iApproximate average salary by contribution assumption: employee only about $214,178 at 4% or $142,785 at 6%; with 50% employer match about $142,785 at 4% or $95,190 at 6%; with 100% employer match about $107,089 at 4% or $71,393 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-10$536,404$85,671$8,567iApproximate average salary by contribution assumption: employee only about $214,178 at 4% or $142,785 at 6%; with 50% employer match about $142,785 at 4% or $95,190 at 6%; with 100% employer match about $107,089 at 4% or $71,393 at 6%.
201118$408,861$70,108$8,764iApproximate average salary by contribution assumption: employee only about $219,088 at 4% or $146,058 at 6%; with 50% employer match about $146,058 at 4% or $97,372 at 6%; with 100% employer match about $109,544 at 4% or $73,029 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-8$408,861$70,108$8,764iApproximate average salary by contribution assumption: employee only about $219,088 at 4% or $146,058 at 6%; with 50% employer match about $146,058 at 4% or $97,372 at 6%; with 100% employer match about $109,544 at 4% or $73,029 at 6%.
201018$343,121$73,609$9,201iApproximate average salary by contribution assumption: employee only about $230,028 at 4% or $153,352 at 6%; with 50% employer match about $153,352 at 4% or $102,235 at 6%; with 100% employer match about $115,014 at 4% or $76,676 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-8$343,121$73,609$9,201iApproximate average salary by contribution assumption: employee only about $230,028 at 4% or $153,352 at 6%; with 50% employer match about $153,352 at 4% or $102,235 at 6%; with 100% employer match about $115,014 at 4% or $76,676 at 6%.
200919$247,567$71,653$7,961iApproximate average salary by contribution assumption: employee only about $199,036 at 4% or $132,691 at 6%; with 50% employer match about $132,691 at 4% or $88,460 at 6%; with 100% employer match about $99,518 at 4% or $66,345 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-9$247,567$71,653$7,961iApproximate average salary by contribution assumption: employee only about $199,036 at 4% or $132,691 at 6%; with 50% employer match about $132,691 at 4% or $88,460 at 6%; with 100% employer match about $99,518 at 4% or $66,345 at 6%.
200819$0$0-
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-9---
200719$132,150$46,566$5,174iApproximate average salary by contribution assumption: employee only about $129,350 at 4% or $86,233 at 6%; with 50% employer match about $86,233 at 4% or $57,489 at 6%; with 100% employer match about $64,675 at 4% or $43,117 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-9$132,150$46,566$5,174iApproximate average salary by contribution assumption: employee only about $129,350 at 4% or $86,233 at 6%; with 50% employer match about $86,233 at 4% or $57,489 at 6%; with 100% employer match about $64,675 at 4% or $43,117 at 6%.
200617$86,670$40,762$5,823iApproximate average salary by contribution assumption: employee only about $145,579 at 4% or $97,052 at 6%; with 50% employer match about $97,052 at 4% or $64,702 at 6%; with 100% employer match about $72,789 at 4% or $48,526 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-7$86,670$40,762$5,823iApproximate average salary by contribution assumption: employee only about $145,579 at 4% or $97,052 at 6%; with 50% employer match about $97,052 at 4% or $64,702 at 6%; with 100% employer match about $72,789 at 4% or $48,526 at 6%.
200519$36,784$33,972$3,775iApproximate average salary by contribution assumption: employee only about $94,367 at 4% or $62,911 at 6%; with 50% employer match about $62,911 at 4% or $41,941 at 6%; with 100% employer match about $47,183 at 4% or $31,456 at 6%.
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-9$36,784$33,972$3,775iApproximate average salary by contribution assumption: employee only about $94,367 at 4% or $62,911 at 6%; with 50% employer match about $62,911 at 4% or $41,941 at 6%; with 100% employer match about $47,183 at 4% or $31,456 at 6%.
200415$0$0-
Don Jacobs Insurance 401K Safe Harbor and Profit Sharing Plan-5---