Civic Intelligence

Jacobs and Newmark, PC

Plan context: Jacobs and Newmark PC Retirement Plan and Trust

EIN 36-3195524 • Buffalo Grove, IL • 26 filings • 2 plans

100 Lexington Drive, Suite 250Buffalo Grove, IL 60089
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$5,850,275

2024 Contributions

$372,012

Historical Graphs

Total Assets Over Time

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

$5,850,275$2,925,138$0200120132024YearValue
$5,850,275Latest year 2024

Participants Over Time

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

1050200120132024YearValue
10Latest year 2024

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
2024110$5,850,275$372,012$37,201iApproximate average salary by contribution assumption: employee only about $930,030 at 4% or $620,020 at 6%; with 50% employer match about $620,020 at 4% or $413,347 at 6%; with 100% employer match about $465,015 at 4% or $310,010 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-10$5,850,275$372,012$37,201iApproximate average salary by contribution assumption: employee only about $930,030 at 4% or $620,020 at 6%; with 50% employer match about $620,020 at 4% or $413,347 at 6%; with 100% employer match about $465,015 at 4% or $310,010 at 6%.
2023110$5,009,242$354,147$35,415iApproximate average salary by contribution assumption: employee only about $885,367 at 4% or $590,245 at 6%; with 50% employer match about $590,245 at 4% or $393,497 at 6%; with 100% employer match about $442,684 at 4% or $295,123 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-10$5,009,242$354,147$35,415iApproximate average salary by contribution assumption: employee only about $885,367 at 4% or $590,245 at 6%; with 50% employer match about $590,245 at 4% or $393,497 at 6%; with 100% employer match about $442,684 at 4% or $295,123 at 6%.
202218$4,064,586$122,938$15,367iApproximate average salary by contribution assumption: employee only about $384,181 at 4% or $256,121 at 6%; with 50% employer match about $256,121 at 4% or $170,747 at 6%; with 100% employer match about $192,091 at 4% or $128,060 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-8$4,064,586$122,938$15,367iApproximate average salary by contribution assumption: employee only about $384,181 at 4% or $256,121 at 6%; with 50% employer match about $256,121 at 4% or $170,747 at 6%; with 100% employer match about $192,091 at 4% or $128,060 at 6%.
202116$4,655,649$237,441$39,574iApproximate average salary by contribution assumption: employee only about $989,338 at 4% or $659,558 at 6%; with 50% employer match about $659,558 at 4% or $439,706 at 6%; with 100% employer match about $494,669 at 4% or $329,779 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-6$4,655,649$237,441$39,574iApproximate average salary by contribution assumption: employee only about $989,338 at 4% or $659,558 at 6%; with 50% employer match about $659,558 at 4% or $439,706 at 6%; with 100% employer match about $494,669 at 4% or $329,779 at 6%.
202016$3,839,039$230,704$38,451iApproximate average salary by contribution assumption: employee only about $961,267 at 4% or $640,844 at 6%; with 50% employer match about $640,844 at 4% or $427,230 at 6%; with 100% employer match about $480,633 at 4% or $320,422 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-6$3,839,039$230,704$38,451iApproximate average salary by contribution assumption: employee only about $961,267 at 4% or $640,844 at 6%; with 50% employer match about $640,844 at 4% or $427,230 at 6%; with 100% employer match about $480,633 at 4% or $320,422 at 6%.
201916$3,238,847$197,990$32,998iApproximate average salary by contribution assumption: employee only about $824,958 at 4% or $549,972 at 6%; with 50% employer match about $549,972 at 4% or $366,648 at 6%; with 100% employer match about $412,479 at 4% or $274,986 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-6$3,238,847$197,990$32,998iApproximate average salary by contribution assumption: employee only about $824,958 at 4% or $549,972 at 6%; with 50% employer match about $549,972 at 4% or $366,648 at 6%; with 100% employer match about $412,479 at 4% or $274,986 at 6%.
201814$2,501,428$164,374$41,094iApproximate average salary by contribution assumption: employee only about $1,027,338 at 4% or $684,892 at 6%; with 50% employer match about $684,892 at 4% or $456,594 at 6%; with 100% employer match about $513,669 at 4% or $342,446 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-4$2,501,428$164,374$41,094iApproximate average salary by contribution assumption: employee only about $1,027,338 at 4% or $684,892 at 6%; with 50% employer match about $684,892 at 4% or $456,594 at 6%; with 100% employer match about $513,669 at 4% or $342,446 at 6%.
201715$2,359,460$179,850$35,970iApproximate average salary by contribution assumption: employee only about $899,250 at 4% or $599,500 at 6%; with 50% employer match about $599,500 at 4% or $399,667 at 6%; with 100% employer match about $449,625 at 4% or $299,750 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-5$2,359,460$179,850$35,970iApproximate average salary by contribution assumption: employee only about $899,250 at 4% or $599,500 at 6%; with 50% employer match about $599,500 at 4% or $399,667 at 6%; with 100% employer match about $449,625 at 4% or $299,750 at 6%.
201614$1,939,674$150,275$37,569iApproximate average salary by contribution assumption: employee only about $939,219 at 4% or $626,146 at 6%; with 50% employer match about $626,146 at 4% or $417,431 at 6%; with 100% employer match about $469,609 at 4% or $313,073 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-4$1,939,674$150,275$37,569iApproximate average salary by contribution assumption: employee only about $939,219 at 4% or $626,146 at 6%; with 50% employer match about $626,146 at 4% or $417,431 at 6%; with 100% employer match about $469,609 at 4% or $313,073 at 6%.
201513$1,814,854$147,532$49,177iApproximate average salary by contribution assumption: employee only about $1,229,433 at 4% or $819,622 at 6%; with 50% employer match about $819,622 at 4% or $546,415 at 6%; with 100% employer match about $614,717 at 4% or $409,811 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$1,814,854$147,532$49,177iApproximate average salary by contribution assumption: employee only about $1,229,433 at 4% or $819,622 at 6%; with 50% employer match about $819,622 at 4% or $546,415 at 6%; with 100% employer match about $614,717 at 4% or $409,811 at 6%.
201414$1,705,372$138,073$34,518iApproximate average salary by contribution assumption: employee only about $862,956 at 4% or $575,304 at 6%; with 50% employer match about $575,304 at 4% or $383,536 at 6%; with 100% employer match about $431,478 at 4% or $287,652 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-4$1,705,372$138,073$34,518iApproximate average salary by contribution assumption: employee only about $862,956 at 4% or $575,304 at 6%; with 50% employer match about $575,304 at 4% or $383,536 at 6%; with 100% employer match about $431,478 at 4% or $287,652 at 6%.
201313$1,471,408$136,370$45,457iApproximate average salary by contribution assumption: employee only about $1,136,417 at 4% or $757,611 at 6%; with 50% employer match about $757,611 at 4% or $505,074 at 6%; with 100% employer match about $568,208 at 4% or $378,806 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$1,471,408$136,370$45,457iApproximate average salary by contribution assumption: employee only about $1,136,417 at 4% or $757,611 at 6%; with 50% employer match about $757,611 at 4% or $505,074 at 6%; with 100% employer match about $568,208 at 4% or $378,806 at 6%.
201213$1,219,374$134,281$44,760iApproximate average salary by contribution assumption: employee only about $1,119,008 at 4% or $746,006 at 6%; with 50% employer match about $746,006 at 4% or $497,337 at 6%; with 100% employer match about $559,504 at 4% or $373,003 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$1,219,374$134,281$44,760iApproximate average salary by contribution assumption: employee only about $1,119,008 at 4% or $746,006 at 6%; with 50% employer match about $746,006 at 4% or $497,337 at 6%; with 100% employer match about $559,504 at 4% or $373,003 at 6%.
201113$1,019,918$130,976$43,659iApproximate average salary by contribution assumption: employee only about $1,091,467 at 4% or $727,644 at 6%; with 50% employer match about $727,644 at 4% or $485,096 at 6%; with 100% employer match about $545,733 at 4% or $363,822 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$1,019,918$130,976$43,659iApproximate average salary by contribution assumption: employee only about $1,091,467 at 4% or $727,644 at 6%; with 50% employer match about $727,644 at 4% or $485,096 at 6%; with 100% employer match about $545,733 at 4% or $363,822 at 6%.
201013$1,054,214$130,881$43,627iApproximate average salary by contribution assumption: employee only about $1,090,675 at 4% or $727,117 at 6%; with 50% employer match about $727,117 at 4% or $484,744 at 6%; with 100% employer match about $545,338 at 4% or $363,558 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$1,054,214$130,881$43,627iApproximate average salary by contribution assumption: employee only about $1,090,675 at 4% or $727,117 at 6%; with 50% employer match about $727,117 at 4% or $484,744 at 6%; with 100% employer match about $545,338 at 4% or $363,558 at 6%.
200914$822,605$132,612$33,153iApproximate average salary by contribution assumption: employee only about $828,825 at 4% or $552,550 at 6%; with 50% employer match about $552,550 at 4% or $368,367 at 6%; with 100% employer match about $414,413 at 4% or $276,275 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-4$822,605$132,612$33,153iApproximate average salary by contribution assumption: employee only about $828,825 at 4% or $552,550 at 6%; with 50% employer match about $552,550 at 4% or $368,367 at 6%; with 100% employer match about $414,413 at 4% or $276,275 at 6%.
200813$563,621$104,008$34,669iApproximate average salary by contribution assumption: employee only about $866,733 at 4% or $577,822 at 6%; with 50% employer match about $577,822 at 4% or $385,215 at 6%; with 100% employer match about $433,367 at 4% or $288,911 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$563,621$104,008$34,669iApproximate average salary by contribution assumption: employee only about $866,733 at 4% or $577,822 at 6%; with 50% employer match about $577,822 at 4% or $385,215 at 6%; with 100% employer match about $433,367 at 4% or $288,911 at 6%.
200713$672,281$101,899$33,966iApproximate average salary by contribution assumption: employee only about $849,158 at 4% or $566,106 at 6%; with 50% employer match about $566,106 at 4% or $377,404 at 6%; with 100% employer match about $424,579 at 4% or $283,053 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$672,281$101,899$33,966iApproximate average salary by contribution assumption: employee only about $849,158 at 4% or $566,106 at 6%; with 50% employer match about $566,106 at 4% or $377,404 at 6%; with 100% employer match about $424,579 at 4% or $283,053 at 6%.
200613$565,230$99,851$33,284iApproximate average salary by contribution assumption: employee only about $832,092 at 4% or $554,728 at 6%; with 50% employer match about $554,728 at 4% or $369,819 at 6%; with 100% employer match about $416,046 at 4% or $277,364 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$565,230$99,851$33,284iApproximate average salary by contribution assumption: employee only about $832,092 at 4% or $554,728 at 6%; with 50% employer match about $554,728 at 4% or $369,819 at 6%; with 100% employer match about $416,046 at 4% or $277,364 at 6%.
200513$445,646$93,893$31,298iApproximate average salary by contribution assumption: employee only about $782,442 at 4% or $521,628 at 6%; with 50% employer match about $521,628 at 4% or $347,752 at 6%; with 100% employer match about $391,221 at 4% or $260,814 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$445,646$93,893$31,298iApproximate average salary by contribution assumption: employee only about $782,442 at 4% or $521,628 at 6%; with 50% employer match about $521,628 at 4% or $347,752 at 6%; with 100% employer match about $391,221 at 4% or $260,814 at 6%.
200413$337,618$83,934$27,978iApproximate average salary by contribution assumption: employee only about $699,450 at 4% or $466,300 at 6%; with 50% employer match about $466,300 at 4% or $310,867 at 6%; with 100% employer match about $349,725 at 4% or $233,150 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$337,618$83,934$27,978iApproximate average salary by contribution assumption: employee only about $699,450 at 4% or $466,300 at 6%; with 50% employer match about $466,300 at 4% or $310,867 at 6%; with 100% employer match about $349,725 at 4% or $233,150 at 6%.
200313$250,188$82,093$27,364iApproximate average salary by contribution assumption: employee only about $684,108 at 4% or $456,072 at 6%; with 50% employer match about $456,072 at 4% or $304,048 at 6%; with 100% employer match about $342,054 at 4% or $228,036 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$250,188$82,093$27,364iApproximate average salary by contribution assumption: employee only about $684,108 at 4% or $456,072 at 6%; with 50% employer match about $456,072 at 4% or $304,048 at 6%; with 100% employer match about $342,054 at 4% or $228,036 at 6%.
200223$155,573$82,064$27,355iApproximate average salary by contribution assumption: employee only about $683,867 at 4% or $455,911 at 6%; with 50% employer match about $455,911 at 4% or $303,941 at 6%; with 100% employer match about $341,933 at 4% or $227,956 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$155,573$82,064$27,355iApproximate average salary by contribution assumption: employee only about $683,867 at 4% or $455,911 at 6%; with 50% employer match about $455,911 at 4% or $303,941 at 6%; with 100% employer match about $341,933 at 4% or $227,956 at 6%.
Jacobs and Newmark PC Money Purchase Plan-0---
200123$72,693$72,589$24,196iApproximate average salary by contribution assumption: employee only about $604,908 at 4% or $403,272 at 6%; with 50% employer match about $403,272 at 4% or $268,848 at 6%; with 100% employer match about $302,454 at 4% or $201,636 at 6%.
Jacobs and Newmark PC Retirement Plan and Trust-3$54,178$54,074$18,025iApproximate average salary by contribution assumption: employee only about $450,617 at 4% or $300,411 at 6%; with 50% employer match about $300,411 at 4% or $200,274 at 6%; with 100% employer match about $225,308 at 4% or $150,206 at 6%.
Jacobs and Newmark PC Money Purchase Plan-3$18,515$18,515$6,172iApproximate average salary by contribution assumption: employee only about $154,292 at 4% or $102,861 at 6%; with 50% employer match about $102,861 at 4% or $68,574 at 6%; with 100% employer match about $77,146 at 4% or $51,431 at 6%.