Civic Intelligence

Steven S. Jacobs, M.D. Inc.

Plan context: Steven S. Jacobs, M.D. Inc. 401(K) Profit Sharing Plan

EIN 26-2089422 • Alamo, CA • 8 filings • 3 plans

2535 Alamo CircleAlamo, CA 94507
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$2,703,779

2015 Contributions

$240,000

Historical Graphs

Total Assets Over Time

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

$4,451,819$2,225,910$0200920122015YearValue
$2,703,779Latest year 2015

Participants Over Time

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

320200920122015YearValue
1Latest year 2015

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
201521$2,703,779$240,000$240,000iApproximate average salary by contribution assumption: employee only about $6,000,000 at 4% or $4,000,000 at 6%; with 50% employer match about $4,000,000 at 4% or $2,666,667 at 6%; with 100% employer match about $3,000,000 at 4% or $2,000,000 at 6%.
Steven S. Jacobs, M.D. Inc. 401(K) Profit Sharing Plan-1$2,466,300--
Steven S. Jacobs, M. D. Inc. Defined Benefit Plan-1$237,479$240,000$240,000iApproximate average salary by contribution assumption: employee only about $6,000,000 at 4% or $4,000,000 at 6%; with 50% employer match about $4,000,000 at 4% or $2,666,667 at 6%; with 100% employer match about $3,000,000 at 4% or $2,000,000 at 6%.
201412$4,446,791$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
Steven S. Jacobs, M.D. Inc. 401(K) Profit Sharing Plan-2$4,446,791$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
201312$4,087,891$113,000$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%.
Steven S. Jacobs, M.D. Inc. 401(K) Profit Sharing Plan-2$4,087,891$113,000$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%.
201213$4,451,819$1,212,328$404,109iApproximate average salary by contribution assumption: employee only about $10,102,733 at 4% or $6,735,156 at 6%; with 50% employer match about $6,735,156 at 4% or $4,490,104 at 6%; with 100% employer match about $5,051,367 at 4% or $3,367,578 at 6%.
Steven S. Jacobs, M.D. Inc. 401(K) Profit Sharing Plan-3$4,451,819$1,212,328$404,109iApproximate average salary by contribution assumption: employee only about $10,102,733 at 4% or $6,735,156 at 6%; with 50% employer match about $6,735,156 at 4% or $4,490,104 at 6%; with 100% employer match about $5,051,367 at 4% or $3,367,578 at 6%.
201113$2,889,886$163,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Steven S. Jacobs, M.D. Inc. 401(K) Profit Sharing Plan-3$2,889,886$163,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
201013$2,836,638$670,343$223,448iApproximate average salary by contribution assumption: employee only about $5,586,192 at 4% or $3,724,128 at 6%; with 50% employer match about $3,724,128 at 4% or $2,482,752 at 6%; with 100% employer match about $2,793,096 at 4% or $1,862,064 at 6%.
Steven S. Jacobs, M.D. Inc. 401(K) Profit Sharing Plan-3$2,836,638$670,343$223,448iApproximate average salary by contribution assumption: employee only about $5,586,192 at 4% or $3,724,128 at 6%; with 50% employer match about $3,724,128 at 4% or $2,482,752 at 6%; with 100% employer match about $2,793,096 at 4% or $1,862,064 at 6%.
200913$1,829,158$1,655,798$551,933iApproximate average salary by contribution assumption: employee only about $13,798,317 at 4% or $9,198,878 at 6%; with 50% employer match about $9,198,878 at 4% or $6,132,585 at 6%; with 100% employer match about $6,899,158 at 4% or $4,599,439 at 6%.
Steven S. Jacobs, M.D. Inc. 401(K) Profit Sharing Plan-3$1,829,158$1,655,798$551,933iApproximate average salary by contribution assumption: employee only about $13,798,317 at 4% or $9,198,878 at 6%; with 50% employer match about $9,198,878 at 4% or $6,132,585 at 6%; with 100% employer match about $6,899,158 at 4% or $4,599,439 at 6%.