Marc Jacobson & Associates
Plan context: Marc Jacobson & Associates Employee Retirement Plan
EIN 36-3649648 • Northbrook, IL • 35 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
15
2019 Assets
$747,598
2019 Contributions
$189,337
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 15 | $747,598 | $189,337 | $12,622iApproximate average salary by contribution assumption: employee only about $315,562 at 4% or $210,374 at 6%; with 50% employer match about $210,374 at 4% or $140,250 at 6%; with 100% employer match about $157,781 at 4% or $105,187 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 15 | $747,598 | $189,337 | $12,622iApproximate average salary by contribution assumption: employee only about $315,562 at 4% or $210,374 at 6%; with 50% employer match about $210,374 at 4% or $140,250 at 6%; with 100% employer match about $157,781 at 4% or $105,187 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 0 | $0 | $0 | - |
| 2018 | 2 | 14 | $475,060 | $172,457 | $12,318iApproximate average salary by contribution assumption: employee only about $307,959 at 4% or $205,306 at 6%; with 50% employer match about $205,306 at 4% or $136,871 at 6%; with 100% employer match about $153,979 at 4% or $102,653 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 14 | $470,059 | $163,290 | $11,664iApproximate average salary by contribution assumption: employee only about $291,589 at 4% or $194,393 at 6%; with 50% employer match about $194,393 at 4% or $129,595 at 6%; with 100% employer match about $145,795 at 4% or $97,196 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 0 | $5,001 | $9,167 | - |
| 2017 | 2 | 11 | $5,187,896 | $388,603 | $35,328iApproximate average salary by contribution assumption: employee only about $883,189 at 4% or $588,792 at 6%; with 50% employer match about $588,792 at 4% or $392,528 at 6%; with 100% employer match about $441,594 at 4% or $294,396 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 0 | $4,820,507 | $283,661 | - |
| Marc Jacobson & Associates Employee Retirement Plan | - | 11 | $367,389 | $104,942 | $9,540iApproximate average salary by contribution assumption: employee only about $238,505 at 4% or $159,003 at 6%; with 50% employer match about $159,003 at 4% or $106,002 at 6%; with 100% employer match about $119,252 at 4% or $79,502 at 6%. |
| 2016 | 2 | 12 | $4,302,434 | $376,579 | $31,382iApproximate average salary by contribution assumption: employee only about $784,540 at 4% or $523,026 at 6%; with 50% employer match about $523,026 at 4% or $348,684 at 6%; with 100% employer match about $392,270 at 4% or $261,513 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 0 | $3,773,620 | $232,852 | - |
| Marc Jacobson & Associates Employee Retirement Plan | - | 12 | $528,814 | $143,727 | $11,977iApproximate average salary by contribution assumption: employee only about $299,431 at 4% or $199,621 at 6%; with 50% employer match about $199,621 at 4% or $133,081 at 6%; with 100% employer match about $149,716 at 4% or $99,810 at 6%. |
| 2015 | 2 | 9 | $3,552,191 | $287,496 | $31,944iApproximate average salary by contribution assumption: employee only about $798,600 at 4% or $532,400 at 6%; with 50% employer match about $532,400 at 4% or $354,933 at 6%; with 100% employer match about $399,300 at 4% or $266,200 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 0 | $3,183,060 | $190,979 | - |
| Marc Jacobson & Associates Employee Retirement Plan | - | 9 | $369,131 | $96,517 | $10,724iApproximate average salary by contribution assumption: employee only about $268,103 at 4% or $178,735 at 6%; with 50% employer match about $178,735 at 4% or $119,157 at 6%; with 100% employer match about $134,051 at 4% or $89,368 at 6%. |
| 2014 | 2 | 9 | $3,320,690 | $404,760 | $44,973iApproximate average salary by contribution assumption: employee only about $1,124,333 at 4% or $749,556 at 6%; with 50% employer match about $749,556 at 4% or $499,704 at 6%; with 100% employer match about $562,167 at 4% or $374,778 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 0 | $2,999,024 | $327,746 | - |
| Marc Jacobson & Associates Employee Retirement Plan | - | 9 | $321,666 | $77,014 | $8,557iApproximate average salary by contribution assumption: employee only about $213,928 at 4% or $142,619 at 6%; with 50% employer match about $142,619 at 4% or $95,079 at 6%; with 100% employer match about $106,964 at 4% or $71,309 at 6%. |
| 2013 | 2 | 13 | $3,018,745 | $214,314 | $16,486iApproximate average salary by contribution assumption: employee only about $412,142 at 4% or $274,762 at 6%; with 50% employer match about $274,762 at 4% or $183,174 at 6%; with 100% employer match about $206,071 at 4% or $137,381 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 3 | $2,695,018 | $124,682 | $41,561iApproximate average salary by contribution assumption: employee only about $1,039,017 at 4% or $692,678 at 6%; with 50% employer match about $692,678 at 4% or $461,785 at 6%; with 100% employer match about $519,508 at 4% or $346,339 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 13 | $323,727 | $89,632 | $6,895iApproximate average salary by contribution assumption: employee only about $172,369 at 4% or $114,913 at 6%; with 50% employer match about $114,913 at 4% or $76,609 at 6%; with 100% employer match about $86,185 at 4% or $57,456 at 6%. |
| 2012 | 2 | 10 | $2,260,899 | $350,289 | $35,029iApproximate average salary by contribution assumption: employee only about $875,723 at 4% or $583,815 at 6%; with 50% employer match about $583,815 at 4% or $389,210 at 6%; with 100% employer match about $437,861 at 4% or $291,908 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 3 | $2,065,990 | $311,831 | $103,944iApproximate average salary by contribution assumption: employee only about $2,598,592 at 4% or $1,732,394 at 6%; with 50% employer match about $1,732,394 at 4% or $1,154,930 at 6%; with 100% employer match about $1,299,296 at 4% or $866,197 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 10 | $194,909 | $38,458 | $3,846iApproximate average salary by contribution assumption: employee only about $96,145 at 4% or $64,097 at 6%; with 50% employer match about $64,097 at 4% or $42,731 at 6%; with 100% employer match about $48,073 at 4% or $32,048 at 6%. |
| 2011 | 2 | 9 | $1,668,358 | $241,522 | $26,836iApproximate average salary by contribution assumption: employee only about $670,894 at 4% or $447,263 at 6%; with 50% employer match about $447,263 at 4% or $298,175 at 6%; with 100% employer match about $335,447 at 4% or $223,631 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 3 | $1,525,527 | $227,638 | $75,879iApproximate average salary by contribution assumption: employee only about $1,896,983 at 4% or $1,264,656 at 6%; with 50% employer match about $1,264,656 at 4% or $843,104 at 6%; with 100% employer match about $948,492 at 4% or $632,328 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 9 | $142,831 | $13,884 | $1,543iApproximate average salary by contribution assumption: employee only about $38,567 at 4% or $25,711 at 6%; with 50% employer match about $25,711 at 4% or $17,141 at 6%; with 100% employer match about $19,283 at 4% or $12,856 at 6%. |
| 2010 | 2 | 12 | $1,661,673 | $268,586 | $22,382iApproximate average salary by contribution assumption: employee only about $559,554 at 4% or $373,036 at 6%; with 50% employer match about $373,036 at 4% or $248,691 at 6%; with 100% employer match about $279,777 at 4% or $186,518 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 3 | $1,512,900 | $227,650 | $75,883iApproximate average salary by contribution assumption: employee only about $1,897,083 at 4% or $1,264,722 at 6%; with 50% employer match about $1,264,722 at 4% or $843,148 at 6%; with 100% employer match about $948,542 at 4% or $632,361 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 12 | $148,773 | $40,936 | $3,411iApproximate average salary by contribution assumption: employee only about $85,283 at 4% or $56,856 at 6%; with 50% employer match about $56,856 at 4% or $37,904 at 6%; with 100% employer match about $42,642 at 4% or $28,428 at 6%. |
| 2009 | 2 | 11 | $1,177,827 | $243,983 | $22,180iApproximate average salary by contribution assumption: employee only about $554,507 at 4% or $369,671 at 6%; with 50% employer match about $369,671 at 4% or $246,447 at 6%; with 100% employer match about $277,253 at 4% or $184,836 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 3 | $1,081,546 | $227,746 | $75,915iApproximate average salary by contribution assumption: employee only about $1,897,883 at 4% or $1,265,256 at 6%; with 50% employer match about $1,265,256 at 4% or $843,504 at 6%; with 100% employer match about $948,942 at 4% or $632,628 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 11 | $96,281 | $16,237 | $1,476iApproximate average salary by contribution assumption: employee only about $36,902 at 4% or $24,602 at 6%; with 50% employer match about $24,602 at 4% or $16,401 at 6%; with 100% employer match about $18,451 at 4% or $12,301 at 6%. |
| 2008 | 2 | 9 | $707,714 | $249,187 | $27,687iApproximate average salary by contribution assumption: employee only about $692,186 at 4% or $461,457 at 6%; with 50% employer match about $461,457 at 4% or $307,638 at 6%; with 100% employer match about $346,093 at 4% or $230,729 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 3 | $634,117 | $227,746 | $75,915iApproximate average salary by contribution assumption: employee only about $1,897,883 at 4% or $1,265,256 at 6%; with 50% employer match about $1,265,256 at 4% or $843,504 at 6%; with 100% employer match about $948,942 at 4% or $632,628 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 9 | $73,597 | $21,441 | $2,382iApproximate average salary by contribution assumption: employee only about $59,558 at 4% or $39,706 at 6%; with 50% employer match about $39,706 at 4% or $26,470 at 6%; with 100% employer match about $29,779 at 4% or $19,853 at 6%. |
| 2007 | 2 | 8 | $79,994 | $18,805 | $2,351iApproximate average salary by contribution assumption: employee only about $58,766 at 4% or $39,177 at 6%; with 50% employer match about $39,177 at 4% or $26,118 at 6%; with 100% employer match about $29,383 at 4% or $19,589 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 8 | $79,994 | $18,805 | $2,351iApproximate average salary by contribution assumption: employee only about $58,766 at 4% or $39,177 at 6%; with 50% employer match about $39,177 at 4% or $26,118 at 6%; with 100% employer match about $29,383 at 4% or $19,589 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 3 | - | - | - |
| 2006 | 2 | 8 | $985,801 | $238,143 | $29,768iApproximate average salary by contribution assumption: employee only about $744,197 at 4% or $496,131 at 6%; with 50% employer match about $496,131 at 4% or $330,754 at 6%; with 100% employer match about $372,098 at 4% or $248,066 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 4 | $926,922 | $227,746 | $56,937iApproximate average salary by contribution assumption: employee only about $1,423,413 at 4% or $948,942 at 6%; with 50% employer match about $948,942 at 4% or $632,628 at 6%; with 100% employer match about $711,706 at 4% or $474,471 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 8 | $58,879 | $10,397 | $1,300iApproximate average salary by contribution assumption: employee only about $32,491 at 4% or $21,660 at 6%; with 50% employer match about $21,660 at 4% or $14,440 at 6%; with 100% employer match about $16,245 at 4% or $10,830 at 6%. |
| 2005 | 2 | 7 | $540,551 | $234,827 | $33,547iApproximate average salary by contribution assumption: employee only about $838,668 at 4% or $559,112 at 6%; with 50% employer match about $559,112 at 4% or $372,741 at 6%; with 100% employer match about $419,334 at 4% or $279,556 at 6%. |
| CRESP PLAN AND TRUST FOR MARC JACOBSON AND ASSOCIATES | - | 4 | $490,688 | $227,746 | $56,937iApproximate average salary by contribution assumption: employee only about $1,423,413 at 4% or $948,942 at 6%; with 50% employer match about $948,942 at 4% or $632,628 at 6%; with 100% employer match about $711,706 at 4% or $474,471 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 7 | $49,863 | $7,081 | $1,012iApproximate average salary by contribution assumption: employee only about $25,289 at 4% or $16,860 at 6%; with 50% employer match about $16,860 at 4% or $11,240 at 6%; with 100% employer match about $12,645 at 4% or $8,430 at 6%. |
| 2004 | 1 | 7 | $42,239 | $20,988 | $2,998iApproximate average salary by contribution assumption: employee only about $74,957 at 4% or $49,971 at 6%; with 50% employer match about $49,971 at 4% or $33,314 at 6%; with 100% employer match about $37,479 at 4% or $24,986 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 7 | $42,239 | $20,988 | $2,998iApproximate average salary by contribution assumption: employee only about $74,957 at 4% or $49,971 at 6%; with 50% employer match about $49,971 at 4% or $33,314 at 6%; with 100% employer match about $37,479 at 4% or $24,986 at 6%. |
| 2003 | 1 | 6 | $31,482 | $7,446 | $1,241iApproximate average salary by contribution assumption: employee only about $31,025 at 4% or $20,683 at 6%; with 50% employer match about $20,683 at 4% or $13,789 at 6%; with 100% employer match about $15,513 at 4% or $10,342 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 6 | $31,482 | $7,446 | $1,241iApproximate average salary by contribution assumption: employee only about $31,025 at 4% or $20,683 at 6%; with 50% employer match about $20,683 at 4% or $13,789 at 6%; with 100% employer match about $15,513 at 4% or $10,342 at 6%. |
| 2002 | 1 | 6 | $18,239 | $3,377 | $563iApproximate average salary by contribution assumption: employee only about $14,071 at 4% or $9,381 at 6%; with 50% employer match about $9,381 at 4% or $6,254 at 6%; with 100% employer match about $7,035 at 4% or $4,690 at 6%. |
| Marc Jacobson & Associates Employee Retirement Plan | - | 6 | $18,239 | $3,377 | $563iApproximate average salary by contribution assumption: employee only about $14,071 at 4% or $9,381 at 6%; with 50% employer match about $9,381 at 4% or $6,254 at 6%; with 100% employer match about $7,035 at 4% or $4,690 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Marc Jacobson & Associates Employee Retirement Plan | - | 6 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Marc Jacobson & Associates Employee Retirement Plan | - | 9 | - | - | - |