Civic Intelligence

Jacobs Investments Management

Plan context: Jacobs Investments Management Company 401K Plan

EIN 34-1508068 • Cleveland, OH • 15 filings • 3 plans

1231 Main AvenueCleveland, OH 44113
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$6,851

2013 Contributions

$6,685

Historical Graphs

Total Assets Over Time

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

$1,484,652$742,326$0200020072013YearValue
$6,851Latest year 2013

Participants Over Time

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

135680200020072013YearValue
1Latest year 2013

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
201321$6,851$6,685$6,685iApproximate average salary by contribution assumption: employee only about $167,125 at 4% or $111,417 at 6%; with 50% employer match about $111,417 at 4% or $74,278 at 6%; with 100% employer match about $83,563 at 4% or $55,708 at 6%.
Jacobs Investments Management Company 401K Plan-1$6,851$6,685$6,685iApproximate average salary by contribution assumption: employee only about $167,125 at 4% or $111,417 at 6%; with 50% employer match about $111,417 at 4% or $74,278 at 6%; with 100% employer match about $83,563 at 4% or $55,708 at 6%.
Jacobs Investments Management Company 401K Plan-0$0$0-
2012129$1,484,652$117,684$4,058iApproximate average salary by contribution assumption: employee only about $101,452 at 4% or $67,634 at 6%; with 50% employer match about $67,634 at 4% or $45,090 at 6%; with 100% employer match about $50,726 at 4% or $33,817 at 6%.
Jacobs Investments Management Company 401K Plan-29$1,484,652$117,684$4,058iApproximate average salary by contribution assumption: employee only about $101,452 at 4% or $67,634 at 6%; with 50% employer match about $67,634 at 4% or $45,090 at 6%; with 100% employer match about $50,726 at 4% or $33,817 at 6%.
2011132$1,263,742$125,323$3,916iApproximate average salary by contribution assumption: employee only about $97,909 at 4% or $65,272 at 6%; with 50% employer match about $65,272 at 4% or $43,515 at 6%; with 100% employer match about $48,954 at 4% or $32,636 at 6%.
Jacobs Investments Management Company 401K Plan-32$1,263,742$125,323$3,916iApproximate average salary by contribution assumption: employee only about $97,909 at 4% or $65,272 at 6%; with 50% employer match about $65,272 at 4% or $43,515 at 6%; with 100% employer match about $48,954 at 4% or $32,636 at 6%.
2010135$1,256,521$123,237$3,521iApproximate average salary by contribution assumption: employee only about $88,026 at 4% or $58,684 at 6%; with 50% employer match about $58,684 at 4% or $39,123 at 6%; with 100% employer match about $44,013 at 4% or $29,342 at 6%.
Jacobs Investments Management Company 401K Plan-35$1,256,521$123,237$3,521iApproximate average salary by contribution assumption: employee only about $88,026 at 4% or $58,684 at 6%; with 50% employer match about $58,684 at 4% or $39,123 at 6%; with 100% employer match about $44,013 at 4% or $29,342 at 6%.
2009158$1,103,252$126,878$2,188iApproximate average salary by contribution assumption: employee only about $54,689 at 4% or $36,459 at 6%; with 50% employer match about $36,459 at 4% or $24,306 at 6%; with 100% employer match about $27,344 at 4% or $18,230 at 6%.
Jacobs Investments Management Company 401K Plan-58$1,103,252$126,878$2,188iApproximate average salary by contribution assumption: employee only about $54,689 at 4% or $36,459 at 6%; with 50% employer match about $36,459 at 4% or $24,306 at 6%; with 100% employer match about $27,344 at 4% or $18,230 at 6%.
2008159$886,051$136,228$2,309iApproximate average salary by contribution assumption: employee only about $57,724 at 4% or $38,482 at 6%; with 50% employer match about $38,482 at 4% or $25,655 at 6%; with 100% employer match about $28,862 at 4% or $19,241 at 6%.
Jacobs Investments Management Company 401K Plan-59$886,051$136,228$2,309iApproximate average salary by contribution assumption: employee only about $57,724 at 4% or $38,482 at 6%; with 50% employer match about $38,482 at 4% or $25,655 at 6%; with 100% employer match about $28,862 at 4% or $19,241 at 6%.
2007154$1,194,714$135,468$2,509iApproximate average salary by contribution assumption: employee only about $62,717 at 4% or $41,811 at 6%; with 50% employer match about $41,811 at 4% or $27,874 at 6%; with 100% employer match about $31,358 at 4% or $20,906 at 6%.
Jacobs Investments Management Company 401K Plan-54$1,194,714$135,468$2,509iApproximate average salary by contribution assumption: employee only about $62,717 at 4% or $41,811 at 6%; with 50% employer match about $41,811 at 4% or $27,874 at 6%; with 100% employer match about $31,358 at 4% or $20,906 at 6%.
2006153$1,025,004$125,472$2,367iApproximate average salary by contribution assumption: employee only about $59,185 at 4% or $39,457 at 6%; with 50% employer match about $39,457 at 4% or $26,304 at 6%; with 100% employer match about $29,592 at 4% or $19,728 at 6%.
Jacobs Investments Management Company 401K Plan-53$1,025,004$125,472$2,367iApproximate average salary by contribution assumption: employee only about $59,185 at 4% or $39,457 at 6%; with 50% employer match about $39,457 at 4% or $26,304 at 6%; with 100% employer match about $29,592 at 4% or $19,728 at 6%.
2005160$813,888$124,902$2,082iApproximate average salary by contribution assumption: employee only about $52,042 at 4% or $34,695 at 6%; with 50% employer match about $34,695 at 4% or $23,130 at 6%; with 100% employer match about $26,021 at 4% or $17,348 at 6%.
Jacobs Investments Management Company 401K Plan-60$813,888$124,902$2,082iApproximate average salary by contribution assumption: employee only about $52,042 at 4% or $34,695 at 6%; with 50% employer match about $34,695 at 4% or $23,130 at 6%; with 100% employer match about $26,021 at 4% or $17,348 at 6%.
2004168$645,342$121,128$1,781iApproximate average salary by contribution assumption: employee only about $44,532 at 4% or $29,688 at 6%; with 50% employer match about $29,688 at 4% or $19,792 at 6%; with 100% employer match about $22,266 at 4% or $14,844 at 6%.
Jacobs Investments Management Company 401K Plan-68$645,342$121,128$1,781iApproximate average salary by contribution assumption: employee only about $44,532 at 4% or $29,688 at 6%; with 50% employer match about $29,688 at 4% or $19,792 at 6%; with 100% employer match about $22,266 at 4% or $14,844 at 6%.
2003173$475,441$129,763$1,778iApproximate average salary by contribution assumption: employee only about $44,439 at 4% or $29,626 at 6%; with 50% employer match about $29,626 at 4% or $19,751 at 6%; with 100% employer match about $22,220 at 4% or $14,813 at 6%.
Jacobs Investments Management Company 401K Plan-73$475,441$129,763$1,778iApproximate average salary by contribution assumption: employee only about $44,439 at 4% or $29,626 at 6%; with 50% employer match about $29,626 at 4% or $19,751 at 6%; with 100% employer match about $22,220 at 4% or $14,813 at 6%.
2002164$265,893$137,892$2,155iApproximate average salary by contribution assumption: employee only about $53,864 at 4% or $35,909 at 6%; with 50% employer match about $35,909 at 4% or $23,940 at 6%; with 100% employer match about $26,932 at 4% or $17,955 at 6%.
Jacobs Investments Management Company 401K Plan-64$265,893$137,892$2,155iApproximate average salary by contribution assumption: employee only about $53,864 at 4% or $35,909 at 6%; with 50% employer match about $35,909 at 4% or $23,940 at 6%; with 100% employer match about $26,932 at 4% or $17,955 at 6%.
2001198$0$0-
Jacobs Investments Management Company 401K Plan-98---
20001135$88,054$93,333$691iApproximate average salary by contribution assumption: employee only about $17,284 at 4% or $11,523 at 6%; with 50% employer match about $11,523 at 4% or $7,682 at 6%; with 100% employer match about $8,642 at 4% or $5,761 at 6%.
Jacobs Investments Management Company 401K Plan-135$88,054$93,333$691iApproximate average salary by contribution assumption: employee only about $17,284 at 4% or $11,523 at 6%; with 50% employer match about $11,523 at 4% or $7,682 at 6%; with 100% employer match about $8,642 at 4% or $5,761 at 6%.