Civic Intelligence

Jacobi, Toombs & Lanz Inc.

Plan context: Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan

EIN 35-1174896 • New Albany, IN • 24 filings • 5 plans

1829 East Spring Street, Suite 201New Albany, IN 47150
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$4,104,203

2024 Contributions

$400,917

Historical Graphs

Total Assets Over Time

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

$4,523,027$2,261,514$0200020132023YearValue
$4,104,203Latest year 2023

Participants Over Time

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

51260200020122023YearValue
48Latest year 2023

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
202410$0$400,917-
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-0$0$400,917-
2023148$4,104,203$393,509$8,198iApproximate average salary by contribution assumption: employee only about $204,953 at 4% or $136,635 at 6%; with 50% employer match about $136,635 at 4% or $91,090 at 6%; with 100% employer match about $102,476 at 4% or $68,318 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-48$4,104,203$393,509$8,198iApproximate average salary by contribution assumption: employee only about $204,953 at 4% or $136,635 at 6%; with 50% employer match about $136,635 at 4% or $91,090 at 6%; with 100% employer match about $102,476 at 4% or $68,318 at 6%.
2022148$3,209,340$400,136$8,336iApproximate average salary by contribution assumption: employee only about $208,404 at 4% or $138,936 at 6%; with 50% employer match about $138,936 at 4% or $92,624 at 6%; with 100% employer match about $104,202 at 4% or $69,468 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-48$3,209,340$400,136$8,336iApproximate average salary by contribution assumption: employee only about $208,404 at 4% or $138,936 at 6%; with 50% employer match about $138,936 at 4% or $92,624 at 6%; with 100% employer match about $104,202 at 4% or $69,468 at 6%.
2021149$4,392,940$375,326$7,660iApproximate average salary by contribution assumption: employee only about $191,493 at 4% or $127,662 at 6%; with 50% employer match about $127,662 at 4% or $85,108 at 6%; with 100% employer match about $95,746 at 4% or $63,831 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-49$4,392,940$375,326$7,660iApproximate average salary by contribution assumption: employee only about $191,493 at 4% or $127,662 at 6%; with 50% employer match about $127,662 at 4% or $85,108 at 6%; with 100% employer match about $95,746 at 4% or $63,831 at 6%.
2020151$4,523,027$296,575$5,815iApproximate average salary by contribution assumption: employee only about $145,380 at 4% or $96,920 at 6%; with 50% employer match about $96,920 at 4% or $64,613 at 6%; with 100% employer match about $72,690 at 4% or $48,460 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-51$4,523,027$296,575$5,815iApproximate average salary by contribution assumption: employee only about $145,380 at 4% or $96,920 at 6%; with 50% employer match about $96,920 at 4% or $64,613 at 6%; with 100% employer match about $72,690 at 4% or $48,460 at 6%.
2019148$3,546,651$246,676$5,139iApproximate average salary by contribution assumption: employee only about $128,477 at 4% or $85,651 at 6%; with 50% employer match about $85,651 at 4% or $57,101 at 6%; with 100% employer match about $64,239 at 4% or $42,826 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-48$3,546,651$246,676$5,139iApproximate average salary by contribution assumption: employee only about $128,477 at 4% or $85,651 at 6%; with 50% employer match about $85,651 at 4% or $57,101 at 6%; with 100% employer match about $64,239 at 4% or $42,826 at 6%.
2018146$2,848,629$261,046$5,675iApproximate average salary by contribution assumption: employee only about $141,873 at 4% or $94,582 at 6%; with 50% employer match about $94,582 at 4% or $63,055 at 6%; with 100% employer match about $70,936 at 4% or $47,291 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-46$2,848,629$261,046$5,675iApproximate average salary by contribution assumption: employee only about $141,873 at 4% or $94,582 at 6%; with 50% employer match about $94,582 at 4% or $63,055 at 6%; with 100% employer match about $70,936 at 4% or $47,291 at 6%.
2017143$2,727,880$155,046$3,606iApproximate average salary by contribution assumption: employee only about $90,143 at 4% or $60,095 at 6%; with 50% employer match about $60,095 at 4% or $40,064 at 6%; with 100% employer match about $45,072 at 4% or $30,048 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-43$2,727,880$155,046$3,606iApproximate average salary by contribution assumption: employee only about $90,143 at 4% or $60,095 at 6%; with 50% employer match about $60,095 at 4% or $40,064 at 6%; with 100% employer match about $45,072 at 4% or $30,048 at 6%.
2016143$2,309,964$156,360$3,636iApproximate average salary by contribution assumption: employee only about $90,907 at 4% or $60,605 at 6%; with 50% employer match about $60,605 at 4% or $40,403 at 6%; with 100% employer match about $45,453 at 4% or $30,302 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-43$2,309,964$156,360$3,636iApproximate average salary by contribution assumption: employee only about $90,907 at 4% or $60,605 at 6%; with 50% employer match about $60,605 at 4% or $40,403 at 6%; with 100% employer match about $45,453 at 4% or $30,302 at 6%.
2015140$2,030,334$191,495$4,787iApproximate average salary by contribution assumption: employee only about $119,684 at 4% or $79,790 at 6%; with 50% employer match about $79,790 at 4% or $53,193 at 6%; with 100% employer match about $59,842 at 4% or $39,895 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-40$2,030,334$191,495$4,787iApproximate average salary by contribution assumption: employee only about $119,684 at 4% or $79,790 at 6%; with 50% employer match about $79,790 at 4% or $53,193 at 6%; with 100% employer match about $59,842 at 4% or $39,895 at 6%.
2014140$2,069,858$143,447$3,586iApproximate average salary by contribution assumption: employee only about $89,654 at 4% or $59,770 at 6%; with 50% employer match about $59,770 at 4% or $39,846 at 6%; with 100% employer match about $44,827 at 4% or $29,885 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-40$2,069,858$143,447$3,586iApproximate average salary by contribution assumption: employee only about $89,654 at 4% or $59,770 at 6%; with 50% employer match about $59,770 at 4% or $39,846 at 6%; with 100% employer match about $44,827 at 4% or $29,885 at 6%.
2013138$2,126,011$137,614$3,621iApproximate average salary by contribution assumption: employee only about $90,536 at 4% or $60,357 at 6%; with 50% employer match about $60,357 at 4% or $40,238 at 6%; with 100% employer match about $45,268 at 4% or $30,179 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-38$2,126,011$137,614$3,621iApproximate average salary by contribution assumption: employee only about $90,536 at 4% or $60,357 at 6%; with 50% employer match about $60,357 at 4% or $40,238 at 6%; with 100% employer match about $45,268 at 4% or $30,179 at 6%.
2012136$1,731,977$135,180$3,755iApproximate average salary by contribution assumption: employee only about $93,875 at 4% or $62,583 at 6%; with 50% employer match about $62,583 at 4% or $41,722 at 6%; with 100% employer match about $46,938 at 4% or $31,292 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-36$1,731,977$135,180$3,755iApproximate average salary by contribution assumption: employee only about $93,875 at 4% or $62,583 at 6%; with 50% employer match about $62,583 at 4% or $41,722 at 6%; with 100% employer match about $46,938 at 4% or $31,292 at 6%.
2011137$1,530,783$155,189$4,194iApproximate average salary by contribution assumption: employee only about $104,857 at 4% or $69,905 at 6%; with 50% employer match about $69,905 at 4% or $46,603 at 6%; with 100% employer match about $52,429 at 4% or $34,952 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-37$1,530,783$155,189$4,194iApproximate average salary by contribution assumption: employee only about $104,857 at 4% or $69,905 at 6%; with 50% employer match about $69,905 at 4% or $46,603 at 6%; with 100% employer match about $52,429 at 4% or $34,952 at 6%.
2010136$1,779,281$185,802$5,161iApproximate average salary by contribution assumption: employee only about $129,029 at 4% or $86,019 at 6%; with 50% employer match about $86,019 at 4% or $57,346 at 6%; with 100% employer match about $64,515 at 4% or $43,010 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-36$1,779,281$185,802$5,161iApproximate average salary by contribution assumption: employee only about $129,029 at 4% or $86,019 at 6%; with 50% employer match about $86,019 at 4% or $57,346 at 6%; with 100% employer match about $64,515 at 4% or $43,010 at 6%.
2009133$1,496,420$146,014$4,425iApproximate average salary by contribution assumption: employee only about $110,617 at 4% or $73,744 at 6%; with 50% employer match about $73,744 at 4% or $49,163 at 6%; with 100% employer match about $55,308 at 4% or $36,872 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-33$1,496,420$146,014$4,425iApproximate average salary by contribution assumption: employee only about $110,617 at 4% or $73,744 at 6%; with 50% employer match about $73,744 at 4% or $49,163 at 6%; with 100% employer match about $55,308 at 4% or $36,872 at 6%.
2008130$1,182,799$133,287$4,443iApproximate average salary by contribution assumption: employee only about $111,072 at 4% or $74,048 at 6%; with 50% employer match about $74,048 at 4% or $49,366 at 6%; with 100% employer match about $55,536 at 4% or $37,024 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-30$1,182,799$133,287$4,443iApproximate average salary by contribution assumption: employee only about $111,072 at 4% or $74,048 at 6%; with 50% employer match about $74,048 at 4% or $49,366 at 6%; with 100% employer match about $55,536 at 4% or $37,024 at 6%.
2007131$1,474,615$271,443$8,756iApproximate average salary by contribution assumption: employee only about $218,906 at 4% or $145,937 at 6%; with 50% employer match about $145,937 at 4% or $97,291 at 6%; with 100% employer match about $109,453 at 4% or $72,969 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-31$1,474,615$271,443$8,756iApproximate average salary by contribution assumption: employee only about $218,906 at 4% or $145,937 at 6%; with 50% employer match about $145,937 at 4% or $97,291 at 6%; with 100% employer match about $109,453 at 4% or $72,969 at 6%.
2006130$1,164,545$136,706$4,557iApproximate average salary by contribution assumption: employee only about $113,922 at 4% or $75,948 at 6%; with 50% employer match about $75,948 at 4% or $50,632 at 6%; with 100% employer match about $56,961 at 4% or $37,974 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-30$1,164,545$136,706$4,557iApproximate average salary by contribution assumption: employee only about $113,922 at 4% or $75,948 at 6%; with 50% employer match about $75,948 at 4% or $50,632 at 6%; with 100% employer match about $56,961 at 4% or $37,974 at 6%.
2005128$905,671$123,653$4,416iApproximate average salary by contribution assumption: employee only about $110,404 at 4% or $73,603 at 6%; with 50% employer match about $73,603 at 4% or $49,069 at 6%; with 100% employer match about $55,202 at 4% or $36,801 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-28$905,671$123,653$4,416iApproximate average salary by contribution assumption: employee only about $110,404 at 4% or $73,603 at 6%; with 50% employer match about $73,603 at 4% or $49,069 at 6%; with 100% employer match about $55,202 at 4% or $36,801 at 6%.
2004130$766,347$126,117$4,204iApproximate average salary by contribution assumption: employee only about $105,097 at 4% or $70,065 at 6%; with 50% employer match about $70,065 at 4% or $46,710 at 6%; with 100% employer match about $52,549 at 4% or $35,033 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-30$766,347$126,117$4,204iApproximate average salary by contribution assumption: employee only about $105,097 at 4% or $70,065 at 6%; with 50% employer match about $70,065 at 4% or $46,710 at 6%; with 100% employer match about $52,549 at 4% or $35,033 at 6%.
2003126$586,109$107,347$4,129iApproximate average salary by contribution assumption: employee only about $103,218 at 4% or $68,812 at 6%; with 50% employer match about $68,812 at 4% or $45,875 at 6%; with 100% employer match about $51,609 at 4% or $34,406 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-26$586,109$107,347$4,129iApproximate average salary by contribution assumption: employee only about $103,218 at 4% or $68,812 at 6%; with 50% employer match about $68,812 at 4% or $45,875 at 6%; with 100% employer match about $51,609 at 4% or $34,406 at 6%.
2001123$0$0-
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-23---
2000120$334,834$62,762$3,138iApproximate average salary by contribution assumption: employee only about $78,453 at 4% or $52,302 at 6%; with 50% employer match about $52,302 at 4% or $34,868 at 6%; with 100% employer match about $39,226 at 4% or $26,151 at 6%.
Jacobi, Toombs & Lanz Inc. 401(K) Retirement Savings Plan-20$334,834$62,762$3,138iApproximate average salary by contribution assumption: employee only about $78,453 at 4% or $52,302 at 6%; with 50% employer match about $52,302 at 4% or $34,868 at 6%; with 100% employer match about $39,226 at 4% or $26,151 at 6%.