Fernando H. Jacobs, D.D.S. Inc.
Plan context: FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN
EIN 33-0656842 • Riverside, CA • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,532,034
2024 Contributions
$96,143
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 | 2 | 5 | $2,532,034 | $96,143 | $19,229iApproximate average salary by contribution assumption: employee only about $480,715 at 4% or $320,477 at 6%; with 50% employer match about $320,477 at 4% or $213,651 at 6%; with 100% employer match about $240,357 at 4% or $160,238 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 5 | $2,078,892 | $24,343 | $4,869iApproximate average salary by contribution assumption: employee only about $121,715 at 4% or $81,143 at 6%; with 50% employer match about $81,143 at 4% or $54,096 at 6%; with 100% employer match about $60,858 at 4% or $40,572 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $453,142 | $71,800 | $14,360iApproximate average salary by contribution assumption: employee only about $359,000 at 4% or $239,333 at 6%; with 50% employer match about $239,333 at 4% or $159,556 at 6%; with 100% employer match about $179,500 at 4% or $119,667 at 6%. |
| 2023 | 2 | 5 | $2,189,087 | $122,809 | $24,562iApproximate average salary by contribution assumption: employee only about $614,045 at 4% or $409,363 at 6%; with 50% employer match about $409,363 at 4% or $272,909 at 6%; with 100% employer match about $307,023 at 4% or $204,682 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 5 | $1,844,432 | $22,809 | $4,562iApproximate average salary by contribution assumption: employee only about $114,045 at 4% or $76,030 at 6%; with 50% employer match about $76,030 at 4% or $50,687 at 6%; with 100% employer match about $57,023 at 4% or $38,015 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $344,655 | $100,000 | $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%. |
| 2022 | 2 | 6 | $1,862,977 | $145,068 | $24,178iApproximate average salary by contribution assumption: employee only about $604,450 at 4% or $402,967 at 6%; with 50% employer match about $402,967 at 4% or $268,644 at 6%; with 100% employer match about $302,225 at 4% or $201,483 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 6 | $1,644,404 | $25,068 | $4,178iApproximate average salary by contribution assumption: employee only about $104,450 at 4% or $69,633 at 6%; with 50% employer match about $69,633 at 4% or $46,422 at 6%; with 100% employer match about $52,225 at 4% or $34,817 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $218,573 | $120,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2021 | 2 | 3 | $2,006,208 | $122,955 | $40,985iApproximate average salary by contribution assumption: employee only about $1,024,625 at 4% or $683,083 at 6%; with 50% employer match about $683,083 at 4% or $455,389 at 6%; with 100% employer match about $512,313 at 4% or $341,542 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 3 | $1,906,208 | $22,955 | $7,652iApproximate average salary by contribution assumption: employee only about $191,292 at 4% or $127,528 at 6%; with 50% employer match about $127,528 at 4% or $85,019 at 6%; with 100% employer match about $95,646 at 4% or $63,764 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $100,000 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2020 | 1 | 5 | $1,882,798 | $60,015 | $12,003iApproximate average salary by contribution assumption: employee only about $300,075 at 4% or $200,050 at 6%; with 50% employer match about $200,050 at 4% or $133,367 at 6%; with 100% employer match about $150,038 at 4% or $100,025 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 5 | $1,882,798 | $60,015 | $12,003iApproximate average salary by contribution assumption: employee only about $300,075 at 4% or $200,050 at 6%; with 50% employer match about $200,050 at 4% or $133,367 at 6%; with 100% employer match about $150,038 at 4% or $100,025 at 6%. |
| 2019 | 1 | 5 | $1,891,473 | $60,376 | $12,075iApproximate average salary by contribution assumption: employee only about $301,880 at 4% or $201,253 at 6%; with 50% employer match about $201,253 at 4% or $134,169 at 6%; with 100% employer match about $150,940 at 4% or $100,627 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 5 | $1,891,473 | $60,376 | $12,075iApproximate average salary by contribution assumption: employee only about $301,880 at 4% or $201,253 at 6%; with 50% employer match about $201,253 at 4% or $134,169 at 6%; with 100% employer match about $150,940 at 4% or $100,627 at 6%. |
| 2018 | 1 | 6 | $1,525,430 | $57,316 | $9,553iApproximate average salary by contribution assumption: employee only about $238,817 at 4% or $159,211 at 6%; with 50% employer match about $159,211 at 4% or $106,141 at 6%; with 100% employer match about $119,408 at 4% or $79,606 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 6 | $1,525,430 | $57,316 | $9,553iApproximate average salary by contribution assumption: employee only about $238,817 at 4% or $159,211 at 6%; with 50% employer match about $159,211 at 4% or $106,141 at 6%; with 100% employer match about $119,408 at 4% or $79,606 at 6%. |
| 2017 | 1 | 4 | $1,652,187 | $62,514 | $15,629iApproximate average salary by contribution assumption: employee only about $390,713 at 4% or $260,475 at 6%; with 50% employer match about $260,475 at 4% or $173,650 at 6%; with 100% employer match about $195,356 at 4% or $130,238 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 4 | $1,652,187 | $62,514 | $15,629iApproximate average salary by contribution assumption: employee only about $390,713 at 4% or $260,475 at 6%; with 50% employer match about $260,475 at 4% or $173,650 at 6%; with 100% employer match about $195,356 at 4% or $130,238 at 6%. |
| 2016 | 2 | 3 | $1,389,864 | $1,227,936 | $409,312iApproximate average salary by contribution assumption: employee only about $10,232,800 at 4% or $6,821,867 at 6%; with 50% employer match about $6,821,867 at 4% or $4,547,911 at 6%; with 100% employer match about $5,116,400 at 4% or $3,410,933 at 6%. |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 3 | $1,389,864 | $1,227,936 | $409,312iApproximate average salary by contribution assumption: employee only about $10,232,800 at 4% or $6,821,867 at 6%; with 50% employer match about $6,821,867 at 4% or $4,547,911 at 6%; with 100% employer match about $5,116,400 at 4% or $3,410,933 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 0 | $0 | $0 | - |
| 2015 | 2 | 4 | $1,352,341 | $68,753 | $17,188iApproximate average salary by contribution assumption: employee only about $429,706 at 4% or $286,471 at 6%; with 50% employer match about $286,471 at 4% or $190,981 at 6%; with 100% employer match about $214,853 at 4% or $143,235 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $1,283,588 | $0 | - |
| FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN | - | 4 | $68,753 | $68,753 | $17,188iApproximate average salary by contribution assumption: employee only about $429,706 at 4% or $286,471 at 6%; with 50% employer match about $286,471 at 4% or $190,981 at 6%; with 100% employer match about $214,853 at 4% or $143,235 at 6%. |
| 2014 | 1 | 4 | $1,322,118 | $138,350 | $34,588iApproximate average salary by contribution assumption: employee only about $864,688 at 4% or $576,458 at 6%; with 50% employer match about $576,458 at 4% or $384,306 at 6%; with 100% employer match about $432,344 at 4% or $288,229 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $1,322,118 | $138,350 | $34,588iApproximate average salary by contribution assumption: employee only about $864,688 at 4% or $576,458 at 6%; with 50% employer match about $576,458 at 4% or $384,306 at 6%; with 100% employer match about $432,344 at 4% or $288,229 at 6%. |
| 2013 | 1 | 4 | $1,186,300 | $139,624 | $34,906iApproximate average salary by contribution assumption: employee only about $872,650 at 4% or $581,767 at 6%; with 50% employer match about $581,767 at 4% or $387,844 at 6%; with 100% employer match about $436,325 at 4% or $290,883 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $1,186,300 | $139,624 | $34,906iApproximate average salary by contribution assumption: employee only about $872,650 at 4% or $581,767 at 6%; with 50% employer match about $581,767 at 4% or $387,844 at 6%; with 100% employer match about $436,325 at 4% or $290,883 at 6%. |
| 2012 | 1 | 4 | $1,015,195 | $68,799 | $17,200iApproximate average salary by contribution assumption: employee only about $429,994 at 4% or $286,663 at 6%; with 50% employer match about $286,663 at 4% or $191,108 at 6%; with 100% employer match about $214,997 at 4% or $143,331 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $1,015,195 | $68,799 | $17,200iApproximate average salary by contribution assumption: employee only about $429,994 at 4% or $286,663 at 6%; with 50% employer match about $286,663 at 4% or $191,108 at 6%; with 100% employer match about $214,997 at 4% or $143,331 at 6%. |
| 2011 | 1 | 4 | $849,240 | $67,849 | $16,962iApproximate average salary by contribution assumption: employee only about $424,056 at 4% or $282,704 at 6%; with 50% employer match about $282,704 at 4% or $188,469 at 6%; with 100% employer match about $212,028 at 4% or $141,352 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $849,240 | $67,849 | $16,962iApproximate average salary by contribution assumption: employee only about $424,056 at 4% or $282,704 at 6%; with 50% employer match about $282,704 at 4% or $188,469 at 6%; with 100% employer match about $212,028 at 4% or $141,352 at 6%. |
| 2010 | 1 | 4 | $820,615 | $67,674 | $16,919iApproximate average salary by contribution assumption: employee only about $422,963 at 4% or $281,975 at 6%; with 50% employer match about $281,975 at 4% or $187,983 at 6%; with 100% employer match about $211,481 at 4% or $140,988 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $820,615 | $67,674 | $16,919iApproximate average salary by contribution assumption: employee only about $422,963 at 4% or $281,975 at 6%; with 50% employer match about $281,975 at 4% or $187,983 at 6%; with 100% employer match about $211,481 at 4% or $140,988 at 6%. |
| 2009 | 1 | 4 | $666,463 | $63,464 | $15,866iApproximate average salary by contribution assumption: employee only about $396,650 at 4% or $264,433 at 6%; with 50% employer match about $264,433 at 4% or $176,289 at 6%; with 100% employer match about $198,325 at 4% or $132,217 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $666,463 | $63,464 | $15,866iApproximate average salary by contribution assumption: employee only about $396,650 at 4% or $264,433 at 6%; with 50% employer match about $264,433 at 4% or $176,289 at 6%; with 100% employer match about $198,325 at 4% or $132,217 at 6%. |
| 2008 | 1 | 5 | $476,596 | $69,446 | $13,889iApproximate average salary by contribution assumption: employee only about $347,230 at 4% or $231,487 at 6%; with 50% employer match about $231,487 at 4% or $154,324 at 6%; with 100% employer match about $173,615 at 4% or $115,743 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 5 | $476,596 | $69,446 | $13,889iApproximate average salary by contribution assumption: employee only about $347,230 at 4% or $231,487 at 6%; with 50% employer match about $231,487 at 4% or $154,324 at 6%; with 100% employer match about $173,615 at 4% or $115,743 at 6%. |
| 2007 | 1 | 3 | $608,107 | $57,397 | $19,132iApproximate average salary by contribution assumption: employee only about $478,308 at 4% or $318,872 at 6%; with 50% employer match about $318,872 at 4% or $212,581 at 6%; with 100% employer match about $239,154 at 4% or $159,436 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 3 | $608,107 | $57,397 | $19,132iApproximate average salary by contribution assumption: employee only about $478,308 at 4% or $318,872 at 6%; with 50% employer match about $318,872 at 4% or $212,581 at 6%; with 100% employer match about $239,154 at 4% or $159,436 at 6%. |
| 2006 | 1 | 3 | $575,520 | $55,827 | $18,609iApproximate average salary by contribution assumption: employee only about $465,225 at 4% or $310,150 at 6%; with 50% employer match about $310,150 at 4% or $206,767 at 6%; with 100% employer match about $232,613 at 4% or $155,075 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 3 | $575,520 | $55,827 | $18,609iApproximate average salary by contribution assumption: employee only about $465,225 at 4% or $310,150 at 6%; with 50% employer match about $310,150 at 4% or $206,767 at 6%; with 100% employer match about $232,613 at 4% or $155,075 at 6%. |
| 2005 | 1 | 4 | $496,408 | $59,790 | $14,948iApproximate average salary by contribution assumption: employee only about $373,688 at 4% or $249,125 at 6%; with 50% employer match about $249,125 at 4% or $166,083 at 6%; with 100% employer match about $186,844 at 4% or $124,563 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $496,408 | $59,790 | $14,948iApproximate average salary by contribution assumption: employee only about $373,688 at 4% or $249,125 at 6%; with 50% employer match about $249,125 at 4% or $166,083 at 6%; with 100% employer match about $186,844 at 4% or $124,563 at 6%. |
| 2004 | 1 | 4 | $418,741 | $57,078 | $14,270iApproximate average salary by contribution assumption: employee only about $356,738 at 4% or $237,825 at 6%; with 50% employer match about $237,825 at 4% or $158,550 at 6%; with 100% employer match about $178,369 at 4% or $118,913 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $418,741 | $57,078 | $14,270iApproximate average salary by contribution assumption: employee only about $356,738 at 4% or $237,825 at 6%; with 50% employer match about $237,825 at 4% or $158,550 at 6%; with 100% employer match about $178,369 at 4% or $118,913 at 6%. |
| 2003 | 1 | 4 | $332,528 | $54,852 | $13,713iApproximate average salary by contribution assumption: employee only about $342,825 at 4% or $228,550 at 6%; with 50% employer match about $228,550 at 4% or $152,367 at 6%; with 100% employer match about $171,413 at 4% or $114,275 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $332,528 | $54,852 | $13,713iApproximate average salary by contribution assumption: employee only about $342,825 at 4% or $228,550 at 6%; with 50% employer match about $228,550 at 4% or $152,367 at 6%; with 100% employer match about $171,413 at 4% or $114,275 at 6%. |
| 2002 | 1 | 4 | $233,002 | $54,709 | $13,677iApproximate average salary by contribution assumption: employee only about $341,931 at 4% or $227,954 at 6%; with 50% employer match about $227,954 at 4% or $151,969 at 6%; with 100% employer match about $170,966 at 4% or $113,977 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $233,002 | $54,709 | $13,677iApproximate average salary by contribution assumption: employee only about $341,931 at 4% or $227,954 at 6%; with 50% employer match about $227,954 at 4% or $151,969 at 6%; with 100% employer match about $170,966 at 4% or $113,977 at 6%. |
| 2001 | 1 | 6 | $233,198 | $50,575 | $8,429iApproximate average salary by contribution assumption: employee only about $210,729 at 4% or $140,486 at 6%; with 50% employer match about $140,486 at 4% or $93,657 at 6%; with 100% employer match about $105,365 at 4% or $70,243 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 6 | $233,198 | $50,575 | $8,429iApproximate average salary by contribution assumption: employee only about $210,729 at 4% or $140,486 at 6%; with 50% employer match about $140,486 at 4% or $93,657 at 6%; with 100% employer match about $105,365 at 4% or $70,243 at 6%. |
| 2000 | 1 | 6 | $156,405 | $43,230 | $7,205iApproximate average salary by contribution assumption: employee only about $180,125 at 4% or $120,083 at 6%; with 50% employer match about $120,083 at 4% or $80,056 at 6%; with 100% employer match about $90,063 at 4% or $60,042 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 6 | $156,405 | $43,230 | $7,205iApproximate average salary by contribution assumption: employee only about $180,125 at 4% or $120,083 at 6%; with 50% employer match about $120,083 at 4% or $80,056 at 6%; with 100% employer match about $90,063 at 4% or $60,042 at 6%. |
| 1999 | 1 | 4 | $195,920 | $43,554 | $10,889iApproximate average salary by contribution assumption: employee only about $272,213 at 4% or $181,475 at 6%; with 50% employer match about $181,475 at 4% or $120,983 at 6%; with 100% employer match about $136,106 at 4% or $90,738 at 6%. |
| Fernando H. Jacobs, D.D.S. Inc. Money Purchase Pe Nsion Plan | - | 4 | $195,920 | $43,554 | $10,889iApproximate average salary by contribution assumption: employee only about $272,213 at 4% or $181,475 at 6%; with 50% employer match about $181,475 at 4% or $120,983 at 6%; with 100% employer match about $136,106 at 4% or $90,738 at 6%. |