H. Neil Jacobson, MD
Plan context: H. Neil Jacobson, MD, 401(K) Profit Sharing Plan
EIN 26-4088609 • Dallas, TX • 12 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,543,851
2024 Contributions
$83,325
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $2,543,851 | $83,325 | $20,831iApproximate average salary by contribution assumption: employee only about $520,781 at 4% or $347,188 at 6%; with 50% employer match about $347,188 at 4% or $231,458 at 6%; with 100% employer match about $260,391 at 4% or $173,594 at 6%. |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 4 | $2,543,851 | $83,325 | $20,831iApproximate average salary by contribution assumption: employee only about $520,781 at 4% or $347,188 at 6%; with 50% employer match about $347,188 at 4% or $231,458 at 6%; with 100% employer match about $260,391 at 4% or $173,594 at 6%. |
| 2023 | 1 | 4 | $2,302,160 | $90,736 | $22,684iApproximate average salary by contribution assumption: employee only about $567,100 at 4% or $378,067 at 6%; with 50% employer match about $378,067 at 4% or $252,044 at 6%; with 100% employer match about $283,550 at 4% or $189,033 at 6%. |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 4 | $2,302,160 | $90,736 | $22,684iApproximate average salary by contribution assumption: employee only about $567,100 at 4% or $378,067 at 6%; with 50% employer match about $378,067 at 4% or $252,044 at 6%; with 100% employer match about $283,550 at 4% or $189,033 at 6%. |
| 2022 | 2 | 4 | $1,959,232 | $76,247 | $19,062iApproximate average salary by contribution assumption: employee only about $476,544 at 4% or $317,696 at 6%; with 50% employer match about $317,696 at 4% or $211,797 at 6%; with 100% employer match about $238,272 at 4% or $158,848 at 6%. |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 4 | $1,959,232 | $76,247 | $19,062iApproximate average salary by contribution assumption: employee only about $476,544 at 4% or $317,696 at 6%; with 50% employer match about $317,696 at 4% or $211,797 at 6%; with 100% employer match about $238,272 at 4% or $158,848 at 6%. |
| H. NEIL JACOBSON, MD, PA PENSION PLAN | - | 0 | $0 | $0 | - |
| 2021 | 2 | 4 | $5,245,978 | $71,434 | $17,859iApproximate average salary by contribution assumption: employee only about $446,463 at 4% or $297,642 at 6%; with 50% employer match about $297,642 at 4% or $198,428 at 6%; with 100% employer match about $223,231 at 4% or $148,821 at 6%. |
| H. NEIL JACOBSON, MD, PA PENSION PLAN | - | 3 | $2,835,926 | - | - |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 4 | $2,410,052 | $71,434 | $17,859iApproximate average salary by contribution assumption: employee only about $446,463 at 4% or $297,642 at 6%; with 50% employer match about $297,642 at 4% or $198,428 at 6%; with 100% employer match about $223,231 at 4% or $148,821 at 6%. |
| 2020 | 1 | 4 | $2,034,532 | $48,137 | $12,034iApproximate average salary by contribution assumption: employee only about $300,856 at 4% or $200,571 at 6%; with 50% employer match about $200,571 at 4% or $133,714 at 6%; with 100% employer match about $150,428 at 4% or $100,285 at 6%. |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 4 | $2,034,532 | $48,137 | $12,034iApproximate average salary by contribution assumption: employee only about $300,856 at 4% or $200,571 at 6%; with 50% employer match about $200,571 at 4% or $133,714 at 6%; with 100% employer match about $150,428 at 4% or $100,285 at 6%. |
| 2019 | 1 | 3 | $1,782,078 | $40,085 | $13,362iApproximate average salary by contribution assumption: employee only about $334,042 at 4% or $222,694 at 6%; with 50% employer match about $222,694 at 4% or $148,463 at 6%; with 100% employer match about $167,021 at 4% or $111,347 at 6%. |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 3 | $1,782,078 | $40,085 | $13,362iApproximate average salary by contribution assumption: employee only about $334,042 at 4% or $222,694 at 6%; with 50% employer match about $222,694 at 4% or $148,463 at 6%; with 100% employer match about $167,021 at 4% or $111,347 at 6%. |
| 2018 | 1 | 3 | $1,451,306 | $41,484 | $13,828iApproximate average salary by contribution assumption: employee only about $345,700 at 4% or $230,467 at 6%; with 50% employer match about $230,467 at 4% or $153,644 at 6%; with 100% employer match about $172,850 at 4% or $115,233 at 6%. |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 3 | $1,451,306 | $41,484 | $13,828iApproximate average salary by contribution assumption: employee only about $345,700 at 4% or $230,467 at 6%; with 50% employer match about $230,467 at 4% or $153,644 at 6%; with 100% employer match about $172,850 at 4% or $115,233 at 6%. |
| 2017 | 1 | 3 | $1,535,253 | $42,011 | $14,004iApproximate average salary by contribution assumption: employee only about $350,092 at 4% or $233,394 at 6%; with 50% employer match about $233,394 at 4% or $155,596 at 6%; with 100% employer match about $175,046 at 4% or $116,697 at 6%. |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 3 | $1,535,253 | $42,011 | $14,004iApproximate average salary by contribution assumption: employee only about $350,092 at 4% or $233,394 at 6%; with 50% employer match about $233,394 at 4% or $155,596 at 6%; with 100% employer match about $175,046 at 4% or $116,697 at 6%. |
| 2016 | 1 | 2 | $1,338,049 | $42,203 | $21,102iApproximate average salary by contribution assumption: employee only about $527,538 at 4% or $351,692 at 6%; with 50% employer match about $351,692 at 4% or $234,461 at 6%; with 100% employer match about $263,769 at 4% or $175,846 at 6%. |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 2 | $1,338,049 | $42,203 | $21,102iApproximate average salary by contribution assumption: employee only about $527,538 at 4% or $351,692 at 6%; with 50% employer match about $351,692 at 4% or $234,461 at 6%; with 100% employer match about $263,769 at 4% or $175,846 at 6%. |
| 2015 | 1 | 3 | $1,280,533 | $43,874 | $14,625iApproximate average salary by contribution assumption: employee only about $365,617 at 4% or $243,744 at 6%; with 50% employer match about $243,744 at 4% or $162,496 at 6%; with 100% employer match about $182,808 at 4% or $121,872 at 6%. |
| H. Neil Jacobson, MD, 401(K) Profit Sharing Plan | - | 3 | $1,280,533 | $43,874 | $14,625iApproximate average salary by contribution assumption: employee only about $365,617 at 4% or $243,744 at 6%; with 50% employer match about $243,744 at 4% or $162,496 at 6%; with 100% employer match about $182,808 at 4% or $121,872 at 6%. |