Civic Intelligence

Stuart K. Jacobson & Associates, Lt

Plan context: Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust

EIN 36-2941320 • Northbrook, IL • 19 filings • 4 plans

400 Skokie Blvd.Suite 290Northbrook, IL 60062-7902
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$40,732

2015 Contributions

$58,551

Historical Graphs

Total Assets Over Time

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

$1,737,607$868,804$0199920102014YearValue
$40,732Latest year 2014

Participants Over Time

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

950199920072014YearValue
1Latest year 2014

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
201510$0$0-
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-0$0--
201411$40,732$58,551$58,551iApproximate average salary by contribution assumption: employee only about $1,463,775 at 4% or $975,850 at 6%; with 50% employer match about $975,850 at 4% or $650,567 at 6%; with 100% employer match about $731,888 at 4% or $487,925 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-1$40,732$58,551$58,551iApproximate average salary by contribution assumption: employee only about $1,463,775 at 4% or $975,850 at 6%; with 50% employer match about $975,850 at 4% or $650,567 at 6%; with 100% employer match about $731,888 at 4% or $487,925 at 6%.
201317$1,737,607$59,064$8,438iApproximate average salary by contribution assumption: employee only about $210,943 at 4% or $140,629 at 6%; with 50% employer match about $140,629 at 4% or $93,752 at 6%; with 100% employer match about $105,471 at 4% or $70,314 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-7$1,737,607$59,064$8,438iApproximate average salary by contribution assumption: employee only about $210,943 at 4% or $140,629 at 6%; with 50% employer match about $140,629 at 4% or $93,752 at 6%; with 100% employer match about $105,471 at 4% or $70,314 at 6%.
201217$1,573,242$58,576$8,368iApproximate average salary by contribution assumption: employee only about $209,200 at 4% or $139,467 at 6%; with 50% employer match about $139,467 at 4% or $92,978 at 6%; with 100% employer match about $104,600 at 4% or $69,733 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-7$1,573,242$58,576$8,368iApproximate average salary by contribution assumption: employee only about $209,200 at 4% or $139,467 at 6%; with 50% employer match about $139,467 at 4% or $92,978 at 6%; with 100% employer match about $104,600 at 4% or $69,733 at 6%.
201117$1,357,097$59,679$8,526iApproximate average salary by contribution assumption: employee only about $213,139 at 4% or $142,093 at 6%; with 50% employer match about $142,093 at 4% or $94,729 at 6%; with 100% employer match about $106,570 at 4% or $71,046 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-7$1,357,097$59,679$8,526iApproximate average salary by contribution assumption: employee only about $213,139 at 4% or $142,093 at 6%; with 50% employer match about $142,093 at 4% or $94,729 at 6%; with 100% employer match about $106,570 at 4% or $71,046 at 6%.
201017$1,140,271$91,465$13,066iApproximate average salary by contribution assumption: employee only about $326,661 at 4% or $217,774 at 6%; with 50% employer match about $217,774 at 4% or $145,183 at 6%; with 100% employer match about $163,330 at 4% or $108,887 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-7$1,140,271$91,465$13,066iApproximate average salary by contribution assumption: employee only about $326,661 at 4% or $217,774 at 6%; with 50% employer match about $217,774 at 4% or $145,183 at 6%; with 100% employer match about $163,330 at 4% or $108,887 at 6%.
200917$1,109,893$112,642$16,092iApproximate average salary by contribution assumption: employee only about $402,293 at 4% or $268,195 at 6%; with 50% employer match about $268,195 at 4% or $178,797 at 6%; with 100% employer match about $201,146 at 4% or $134,098 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-7$1,109,893$112,642$16,092iApproximate average salary by contribution assumption: employee only about $402,293 at 4% or $268,195 at 6%; with 50% employer match about $268,195 at 4% or $178,797 at 6%; with 100% employer match about $201,146 at 4% or $134,098 at 6%.
200817$0$0-
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-7---
200717$0$0-
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-7---
200617$863,552$113,283$16,183iApproximate average salary by contribution assumption: employee only about $404,582 at 4% or $269,721 at 6%; with 50% employer match about $269,721 at 4% or $179,814 at 6%; with 100% employer match about $202,291 at 4% or $134,861 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-7$863,552$113,283$16,183iApproximate average salary by contribution assumption: employee only about $404,582 at 4% or $269,721 at 6%; with 50% employer match about $269,721 at 4% or $179,814 at 6%; with 100% employer match about $202,291 at 4% or $134,861 at 6%.
200518$664,443$110,561$13,820iApproximate average salary by contribution assumption: employee only about $345,503 at 4% or $230,335 at 6%; with 50% employer match about $230,335 at 4% or $153,557 at 6%; with 100% employer match about $172,752 at 4% or $115,168 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-8$664,443$110,561$13,820iApproximate average salary by contribution assumption: employee only about $345,503 at 4% or $230,335 at 6%; with 50% employer match about $230,335 at 4% or $153,557 at 6%; with 100% employer match about $172,752 at 4% or $115,168 at 6%.
200419$535,654$103,157$11,462iApproximate average salary by contribution assumption: employee only about $286,547 at 4% or $191,031 at 6%; with 50% employer match about $191,031 at 4% or $127,354 at 6%; with 100% employer match about $143,274 at 4% or $95,516 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-9$535,654$103,157$11,462iApproximate average salary by contribution assumption: employee only about $286,547 at 4% or $191,031 at 6%; with 50% employer match about $191,031 at 4% or $127,354 at 6%; with 100% employer match about $143,274 at 4% or $95,516 at 6%.
200319$0$0-
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-9---
200226$0$0-
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-6---
STUART K. JACOBSON & ASSOCIATES, LTD. MONEY PURCHASE PLAN-0---
200126$0$0-
STUART K. JACOBSON ASSOCIATES, LTD. MONEY PURCHASE PLAN-6---
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-6---
200015$0$0-
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-5---
199916$83,726$67,097$11,183iApproximate average salary by contribution assumption: employee only about $279,571 at 4% or $186,381 at 6%; with 50% employer match about $186,381 at 4% or $124,254 at 6%; with 100% employer match about $139,785 at 4% or $93,190 at 6%.
Stuart K. Jacobson & Associates Ltd. 401K Profit Sharing Plan & Trust-6$83,726$67,097$11,183iApproximate average salary by contribution assumption: employee only about $279,571 at 4% or $186,381 at 6%; with 50% employer match about $186,381 at 4% or $124,254 at 6%; with 100% employer match about $139,785 at 4% or $93,190 at 6%.