Civic Intelligence

Betsy Jacobson & Associates

Plan context: BETSY JACOBSON & ASSOCIATES 401(K) PROFIT SHARING PLAN

EIN 33-0121158 • Encinitas, CA • 17 filings • 5 plans

363 Patty LaneEncinitas, CA 92024
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$1,787,694

2019 Contributions

$147,653

Historical Graphs

Total Assets Over Time

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

$3,120,481$1,560,241$0199920132019YearValue
$1,787,694Latest year 2019

Participants Over Time

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

210199920052017YearValue
1Latest year 2017

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
201910$1,787,694$147,653-
BETSY JACOBSON & ASSOCIATES 401(K) PROFIT SHARING PLAN-0$1,787,694$147,653-
201810$1,530,570$16,749-
BETSY JACOBSON & ASSOCIATES 401(K) PROFIT SHARING PLAN-0$1,530,570$16,749-
201711$1,600,611$0-
BETSY JACOBSON & ASSOCIATES 401(K) PROFIT SHARING PLAN-1$1,600,611$0-
201611$1,680,041$0-
BETSY JACOBSON & ASSOCIATES 401(K) PROFIT SHARING PLAN-1$1,680,041$0-
201511$1,637,436$0-
BETSY JACOBSON & ASSOCIATES 401(K) PROFIT SHARING PLAN-1$1,637,436--
201411$1,662,066$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
BETSY JACOBSON & ASSOCIATES 401(K) PROFIT SHARING PLAN-1$1,662,066$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201321$3,120,481$57,985$57,985iApproximate average salary by contribution assumption: employee only about $1,449,625 at 4% or $966,417 at 6%; with 50% employer match about $966,417 at 4% or $644,278 at 6%; with 100% employer match about $724,813 at 4% or $483,208 at 6%.
BETSY JACOBSON & ASSOCIATES 401(K)-1$1,564,233$32,985$32,985iApproximate average salary by contribution assumption: employee only about $824,625 at 4% or $549,750 at 6%; with 50% employer match about $549,750 at 4% or $366,500 at 6%; with 100% employer match about $412,313 at 4% or $274,875 at 6%.
BETSY JACOBSON ASSOCIATES 401K PROFIT SHARING PLAN-1$1,556,248$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200710$0$0-
Betsy Jacobson & Associates Defined Benefit Pension Plan-0---
200611$1,052,494$300,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
Betsy Jacobson & Associates Defined Benefit Pension Plan-1$1,052,494$300,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
200511$784,861$90,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Betsy Jacobson & Associates Defined Benefit Pension Plan-1$784,861$90,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
200411$706,947$211,890$211,890iApproximate average salary by contribution assumption: employee only about $5,297,250 at 4% or $3,531,500 at 6%; with 50% employer match about $3,531,500 at 4% or $2,354,333 at 6%; with 100% employer match about $2,648,625 at 4% or $1,765,750 at 6%.
Betsy Jacobson & Associates Defined Benefit Pension Plan-1$706,947$211,890$211,890iApproximate average salary by contribution assumption: employee only about $5,297,250 at 4% or $3,531,500 at 6%; with 50% employer match about $3,531,500 at 4% or $2,354,333 at 6%; with 100% employer match about $2,648,625 at 4% or $1,765,750 at 6%.
200312$449,043$0-
Betsy Jacobson & Associates Defined Benefit Pension Plan-2$449,043--
200212$385,041$100,010$50,005iApproximate average salary by contribution assumption: employee only about $1,250,125 at 4% or $833,417 at 6%; with 50% employer match about $833,417 at 4% or $555,611 at 6%; with 100% employer match about $625,063 at 4% or $416,708 at 6%.
Betsy Jacobson & Associates Defined Benefit Pension Plan-2$385,041$100,010$50,005iApproximate average salary by contribution assumption: employee only about $1,250,125 at 4% or $833,417 at 6%; with 50% employer match about $833,417 at 4% or $555,611 at 6%; with 100% employer match about $625,063 at 4% or $416,708 at 6%.
200112$0$0-
Betsy Jacobson & Associates Defined Benefit Pension Plan-2---
200012$269,966$85,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Betsy Jacobson & Associates Defined Benefit Pension Plan-2$269,966$85,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
199912$188,620$91,710$45,855iApproximate average salary by contribution assumption: employee only about $1,146,375 at 4% or $764,250 at 6%; with 50% employer match about $764,250 at 4% or $509,500 at 6%; with 100% employer match about $573,188 at 4% or $382,125 at 6%.
Betsy Jacobson & Associates Defined Benefit Pension Plan-2$188,620$91,710$45,855iApproximate average salary by contribution assumption: employee only about $1,146,375 at 4% or $764,250 at 6%; with 50% employer match about $764,250 at 4% or $509,500 at 6%; with 100% employer match about $573,188 at 4% or $382,125 at 6%.