Civic Intelligence

Jacobson James & Associates, Inc.

Plan context: Jacobson James & Associates Inc 401(K) Profit Sharing Plan

EIN 25-1907973 • Roseville, CA • 16 filings • 4 plans

9083 Foothills Blvd., Suite 370Roseville, CA 95747
Current Snapshot

Latest Year

2021

2021 Participants

49

2021 Assets

$6,118,880

2021 Contributions

$269,755

Historical Graphs

Total Assets Over Time

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

$6,118,880$3,059,440$0200820142020YearValue
$6,118,880Latest year 2020

Participants Over Time

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

51260200820152020YearValue
49Latest year 2020

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
202120$0$269,755-
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-0$0$171,647-
JACOBSON JAMES & ASSOCIATES INDIVIDUAL 401 (K) PLAN-0$0$98,108-
2020249$6,118,880$336,065$6,858iApproximate average salary by contribution assumption: employee only about $171,462 at 4% or $114,308 at 6%; with 50% employer match about $114,308 at 4% or $76,205 at 6%; with 100% employer match about $85,731 at 4% or $57,154 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-49$5,377,422$336,065$6,858iApproximate average salary by contribution assumption: employee only about $171,462 at 4% or $114,308 at 6%; with 50% employer match about $114,308 at 4% or $76,205 at 6%; with 100% employer match about $85,731 at 4% or $57,154 at 6%.
JACOBSON JAMES & ASSOCIATES INDIVIDUAL 401 (K) PLAN-1$741,458--
2019151$4,306,765$358,406$7,028iApproximate average salary by contribution assumption: employee only about $175,689 at 4% or $117,126 at 6%; with 50% employer match about $117,126 at 4% or $78,084 at 6%; with 100% employer match about $87,845 at 4% or $58,563 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-51$4,306,765$358,406$7,028iApproximate average salary by contribution assumption: employee only about $175,689 at 4% or $117,126 at 6%; with 50% employer match about $117,126 at 4% or $78,084 at 6%; with 100% employer match about $87,845 at 4% or $58,563 at 6%.
2018148$3,265,581$417,226$8,692iApproximate average salary by contribution assumption: employee only about $217,305 at 4% or $144,870 at 6%; with 50% employer match about $144,870 at 4% or $96,580 at 6%; with 100% employer match about $108,653 at 4% or $72,435 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-48$3,265,581$417,226$8,692iApproximate average salary by contribution assumption: employee only about $217,305 at 4% or $144,870 at 6%; with 50% employer match about $144,870 at 4% or $96,580 at 6%; with 100% employer match about $108,653 at 4% or $72,435 at 6%.
2017146$3,094,677$306,249$6,658iApproximate average salary by contribution assumption: employee only about $166,440 at 4% or $110,960 at 6%; with 50% employer match about $110,960 at 4% or $73,973 at 6%; with 100% employer match about $83,220 at 4% or $55,480 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-46$3,094,677$306,249$6,658iApproximate average salary by contribution assumption: employee only about $166,440 at 4% or $110,960 at 6%; with 50% employer match about $110,960 at 4% or $73,973 at 6%; with 100% employer match about $83,220 at 4% or $55,480 at 6%.
2016145$2,317,771$291,731$6,483iApproximate average salary by contribution assumption: employee only about $162,073 at 4% or $108,049 at 6%; with 50% employer match about $108,049 at 4% or $72,032 at 6%; with 100% employer match about $81,036 at 4% or $54,024 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-45$2,317,771$291,731$6,483iApproximate average salary by contribution assumption: employee only about $162,073 at 4% or $108,049 at 6%; with 50% employer match about $108,049 at 4% or $72,032 at 6%; with 100% employer match about $81,036 at 4% or $54,024 at 6%.
2015133$1,880,028$245,342$7,435iApproximate average salary by contribution assumption: employee only about $185,865 at 4% or $123,910 at 6%; with 50% employer match about $123,910 at 4% or $82,607 at 6%; with 100% employer match about $92,933 at 4% or $61,955 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-33$1,880,028$245,342$7,435iApproximate average salary by contribution assumption: employee only about $185,865 at 4% or $123,910 at 6%; with 50% employer match about $123,910 at 4% or $82,607 at 6%; with 100% employer match about $92,933 at 4% or $61,955 at 6%.
2014128$1,601,329$323,477$11,553iApproximate average salary by contribution assumption: employee only about $288,819 at 4% or $192,546 at 6%; with 50% employer match about $192,546 at 4% or $128,364 at 6%; with 100% employer match about $144,409 at 4% or $96,273 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-28$1,601,329$323,477$11,553iApproximate average salary by contribution assumption: employee only about $288,819 at 4% or $192,546 at 6%; with 50% employer match about $192,546 at 4% or $128,364 at 6%; with 100% employer match about $144,409 at 4% or $96,273 at 6%.
2013128$1,199,022$203,947$7,284iApproximate average salary by contribution assumption: employee only about $182,096 at 4% or $121,397 at 6%; with 50% employer match about $121,397 at 4% or $80,931 at 6%; with 100% employer match about $91,048 at 4% or $60,699 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-28$1,199,022$203,947$7,284iApproximate average salary by contribution assumption: employee only about $182,096 at 4% or $121,397 at 6%; with 50% employer match about $121,397 at 4% or $80,931 at 6%; with 100% employer match about $91,048 at 4% or $60,699 at 6%.
2012118$793,537$128,146$7,119iApproximate average salary by contribution assumption: employee only about $177,981 at 4% or $118,654 at 6%; with 50% employer match about $118,654 at 4% or $79,102 at 6%; with 100% employer match about $88,990 at 4% or $59,327 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-18$793,537$128,146$7,119iApproximate average salary by contribution assumption: employee only about $177,981 at 4% or $118,654 at 6%; with 50% employer match about $118,654 at 4% or $79,102 at 6%; with 100% employer match about $88,990 at 4% or $59,327 at 6%.
201110$579,445$181,305-
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-0$579,445$181,305-
2010111$414,840$104,357$9,487iApproximate average salary by contribution assumption: employee only about $237,175 at 4% or $158,117 at 6%; with 50% employer match about $158,117 at 4% or $105,411 at 6%; with 100% employer match about $118,588 at 4% or $79,058 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-11$414,840$104,357$9,487iApproximate average salary by contribution assumption: employee only about $237,175 at 4% or $158,117 at 6%; with 50% employer match about $158,117 at 4% or $105,411 at 6%; with 100% employer match about $118,588 at 4% or $79,058 at 6%.
200916$271,635$88,053$14,676iApproximate average salary by contribution assumption: employee only about $366,888 at 4% or $244,592 at 6%; with 50% employer match about $244,592 at 4% or $163,061 at 6%; with 100% employer match about $183,444 at 4% or $122,296 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-6$271,635$88,053$14,676iApproximate average salary by contribution assumption: employee only about $366,888 at 4% or $244,592 at 6%; with 50% employer match about $244,592 at 4% or $163,061 at 6%; with 100% employer match about $183,444 at 4% or $122,296 at 6%.
200815$136,802$168,142$33,628iApproximate average salary by contribution assumption: employee only about $840,710 at 4% or $560,473 at 6%; with 50% employer match about $560,473 at 4% or $373,649 at 6%; with 100% employer match about $420,355 at 4% or $280,237 at 6%.
Jacobson James & Associates Inc 401(K) Profit Sharing Plan-5$136,802$168,142$33,628iApproximate average salary by contribution assumption: employee only about $840,710 at 4% or $560,473 at 6%; with 50% employer match about $560,473 at 4% or $373,649 at 6%; with 100% employer match about $420,355 at 4% or $280,237 at 6%.