Civic Intelligence

Jacob & Hefner Associates PC.

Plan context: Jacob & Hefner Associates PC. 401 K Plan

EIN 36-4070643 • Downers Grove, IL • 35 filings • 7 plans

1333 Butterfield Road Suite 300Downers Grove, IL 60515
Current Snapshot

Latest Year

2024

2024 Participants

114

2024 Assets

$14,502,600

2024 Contributions

$1,370,201

Historical Graphs

Total Assets Over Time

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

$14,502,600$7,251,300$0199920122024YearValue
$14,502,600Latest year 2024

Participants Over Time

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

178890199920122024YearValue
114Latest 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
20241114$14,502,600$1,370,201$12,019iApproximate average salary by contribution assumption: employee only about $300,483 at 4% or $200,322 at 6%; with 50% employer match about $200,322 at 4% or $133,548 at 6%; with 100% employer match about $150,241 at 4% or $100,161 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-114$14,502,600$1,370,201$12,019iApproximate average salary by contribution assumption: employee only about $300,483 at 4% or $200,322 at 6%; with 50% employer match about $200,322 at 4% or $133,548 at 6%; with 100% employer match about $150,241 at 4% or $100,161 at 6%.
20231124$12,115,097$1,449,196$11,687iApproximate average salary by contribution assumption: employee only about $292,177 at 4% or $194,784 at 6%; with 50% employer match about $194,784 at 4% or $129,856 at 6%; with 100% employer match about $146,088 at 4% or $97,392 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-124$12,115,097$1,449,196$11,687iApproximate average salary by contribution assumption: employee only about $292,177 at 4% or $194,784 at 6%; with 50% employer match about $194,784 at 4% or $129,856 at 6%; with 100% employer match about $146,088 at 4% or $97,392 at 6%.
20221137$9,533,914$1,191,889$8,700iApproximate average salary by contribution assumption: employee only about $217,498 at 4% or $144,999 at 6%; with 50% employer match about $144,999 at 4% or $96,666 at 6%; with 100% employer match about $108,749 at 4% or $72,499 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-137$9,533,914$1,191,889$8,700iApproximate average salary by contribution assumption: employee only about $217,498 at 4% or $144,999 at 6%; with 50% employer match about $144,999 at 4% or $96,666 at 6%; with 100% employer match about $108,749 at 4% or $72,499 at 6%.
20211117$10,255,907$1,025,058$8,761iApproximate average salary by contribution assumption: employee only about $219,029 at 4% or $146,020 at 6%; with 50% employer match about $146,020 at 4% or $97,346 at 6%; with 100% employer match about $109,515 at 4% or $73,010 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-117$10,255,907$1,025,058$8,761iApproximate average salary by contribution assumption: employee only about $219,029 at 4% or $146,020 at 6%; with 50% employer match about $146,020 at 4% or $97,346 at 6%; with 100% employer match about $109,515 at 4% or $73,010 at 6%.
20201112$8,328,614$958,754$8,560iApproximate average salary by contribution assumption: employee only about $214,008 at 4% or $142,672 at 6%; with 50% employer match about $142,672 at 4% or $95,114 at 6%; with 100% employer match about $107,004 at 4% or $71,336 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-112$8,328,614$958,754$8,560iApproximate average salary by contribution assumption: employee only about $214,008 at 4% or $142,672 at 6%; with 50% employer match about $142,672 at 4% or $95,114 at 6%; with 100% employer match about $107,004 at 4% or $71,336 at 6%.
20191110$6,776,749$745,162$6,774iApproximate average salary by contribution assumption: employee only about $169,355 at 4% or $112,903 at 6%; with 50% employer match about $112,903 at 4% or $75,269 at 6%; with 100% employer match about $84,678 at 4% or $56,452 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-110$6,776,749$745,162$6,774iApproximate average salary by contribution assumption: employee only about $169,355 at 4% or $112,903 at 6%; with 50% employer match about $112,903 at 4% or $75,269 at 6%; with 100% employer match about $84,678 at 4% or $56,452 at 6%.
2018176$4,961,383$691,976$9,105iApproximate average salary by contribution assumption: employee only about $227,624 at 4% or $151,749 at 6%; with 50% employer match about $151,749 at 4% or $101,166 at 6%; with 100% employer match about $113,812 at 4% or $75,875 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-76$4,961,383$691,976$9,105iApproximate average salary by contribution assumption: employee only about $227,624 at 4% or $151,749 at 6%; with 50% employer match about $151,749 at 4% or $101,166 at 6%; with 100% employer match about $113,812 at 4% or $75,875 at 6%.
2017189$5,117,869$736,655$8,277iApproximate average salary by contribution assumption: employee only about $206,926 at 4% or $137,950 at 6%; with 50% employer match about $137,950 at 4% or $91,967 at 6%; with 100% employer match about $103,463 at 4% or $68,975 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-89$5,117,869$736,655$8,277iApproximate average salary by contribution assumption: employee only about $206,926 at 4% or $137,950 at 6%; with 50% employer match about $137,950 at 4% or $91,967 at 6%; with 100% employer match about $103,463 at 4% or $68,975 at 6%.
2016179$3,895,000$417,210$5,281iApproximate average salary by contribution assumption: employee only about $132,028 at 4% or $88,019 at 6%; with 50% employer match about $88,019 at 4% or $58,679 at 6%; with 100% employer match about $66,014 at 4% or $44,009 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-79$3,895,000$417,210$5,281iApproximate average salary by contribution assumption: employee only about $132,028 at 4% or $88,019 at 6%; with 50% employer match about $88,019 at 4% or $58,679 at 6%; with 100% employer match about $66,014 at 4% or $44,009 at 6%.
2015180$3,177,167$388,184$4,852iApproximate average salary by contribution assumption: employee only about $121,308 at 4% or $80,872 at 6%; with 50% employer match about $80,872 at 4% or $53,914 at 6%; with 100% employer match about $60,654 at 4% or $40,436 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-80$3,177,167$388,184$4,852iApproximate average salary by contribution assumption: employee only about $121,308 at 4% or $80,872 at 6%; with 50% employer match about $80,872 at 4% or $53,914 at 6%; with 100% employer match about $60,654 at 4% or $40,436 at 6%.
2014176$3,335,749$234,007$3,079iApproximate average salary by contribution assumption: employee only about $76,976 at 4% or $51,317 at 6%; with 50% employer match about $51,317 at 4% or $34,212 at 6%; with 100% employer match about $38,488 at 4% or $25,659 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-76$3,335,749$234,007$3,079iApproximate average salary by contribution assumption: employee only about $76,976 at 4% or $51,317 at 6%; with 50% employer match about $51,317 at 4% or $34,212 at 6%; with 100% employer match about $38,488 at 4% or $25,659 at 6%.
2013162$3,097,746$202,973$3,274iApproximate average salary by contribution assumption: employee only about $81,844 at 4% or $54,563 at 6%; with 50% employer match about $54,563 at 4% or $36,375 at 6%; with 100% employer match about $40,922 at 4% or $27,281 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-62$3,097,746$202,973$3,274iApproximate average salary by contribution assumption: employee only about $81,844 at 4% or $54,563 at 6%; with 50% employer match about $54,563 at 4% or $36,375 at 6%; with 100% employer match about $40,922 at 4% or $27,281 at 6%.
2012157$2,740,481$145,932$2,560iApproximate average salary by contribution assumption: employee only about $64,005 at 4% or $42,670 at 6%; with 50% employer match about $42,670 at 4% or $28,447 at 6%; with 100% employer match about $32,003 at 4% or $21,335 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-57$2,740,481$145,932$2,560iApproximate average salary by contribution assumption: employee only about $64,005 at 4% or $42,670 at 6%; with 50% employer match about $42,670 at 4% or $28,447 at 6%; with 100% employer match about $32,003 at 4% or $21,335 at 6%.
2011156$2,571,523$130,052$2,322iApproximate average salary by contribution assumption: employee only about $58,059 at 4% or $38,706 at 6%; with 50% employer match about $38,706 at 4% or $25,804 at 6%; with 100% employer match about $29,029 at 4% or $19,353 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-56$2,571,523$130,052$2,322iApproximate average salary by contribution assumption: employee only about $58,059 at 4% or $38,706 at 6%; with 50% employer match about $38,706 at 4% or $25,804 at 6%; with 100% employer match about $29,029 at 4% or $19,353 at 6%.
2010171$2,764,803$139,303$1,962iApproximate average salary by contribution assumption: employee only about $49,050 at 4% or $32,700 at 6%; with 50% employer match about $32,700 at 4% or $21,800 at 6%; with 100% employer match about $24,525 at 4% or $16,350 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-71$2,764,803$139,303$1,962iApproximate average salary by contribution assumption: employee only about $49,050 at 4% or $32,700 at 6%; with 50% employer match about $32,700 at 4% or $21,800 at 6%; with 100% employer match about $24,525 at 4% or $16,350 at 6%.
2009156$2,883,429$190,550$3,403iApproximate average salary by contribution assumption: employee only about $85,067 at 4% or $56,711 at 6%; with 50% employer match about $56,711 at 4% or $37,808 at 6%; with 100% employer match about $42,533 at 4% or $28,356 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-56$2,883,429$190,550$3,403iApproximate average salary by contribution assumption: employee only about $85,067 at 4% or $56,711 at 6%; with 50% employer match about $56,711 at 4% or $37,808 at 6%; with 100% employer match about $42,533 at 4% or $28,356 at 6%.
2008170$2,733,229$588,752$8,411iApproximate average salary by contribution assumption: employee only about $210,269 at 4% or $140,179 at 6%; with 50% employer match about $140,179 at 4% or $93,453 at 6%; with 100% employer match about $105,134 at 4% or $70,090 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-70$2,733,229$588,752$8,411iApproximate average salary by contribution assumption: employee only about $210,269 at 4% or $140,179 at 6%; with 50% employer match about $140,179 at 4% or $93,453 at 6%; with 100% employer match about $105,134 at 4% or $70,090 at 6%.
20074172$3,469,841$734,037$4,268iApproximate average salary by contribution assumption: employee only about $106,691 at 4% or $71,128 at 6%; with 50% employer match about $71,128 at 4% or $47,418 at 6%; with 100% employer match about $53,346 at 4% or $35,564 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-104$3,469,841$734,037$7,058iApproximate average salary by contribution assumption: employee only about $176,451 at 4% or $117,634 at 6%; with 50% employer match about $117,634 at 4% or $78,423 at 6%; with 100% employer match about $88,226 at 4% or $58,817 at 6%.
JACOB & HEFNER ASSOCIATES, P.C. LIFE INSURANCE-118---
JACOB & HEFNER ASSOCIATES, P.C. HEALTH INSURANCE PLAN-172---
JACOB & HEFNER ASSOCIATES, P.C. DENTAL PLAN-85---
20064178$2,764,695$584,004$3,281iApproximate average salary by contribution assumption: employee only about $82,023 at 4% or $54,682 at 6%; with 50% employer match about $54,682 at 4% or $36,455 at 6%; with 100% employer match about $41,012 at 4% or $27,341 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-114$2,764,695$584,004$5,123iApproximate average salary by contribution assumption: employee only about $128,071 at 4% or $85,381 at 6%; with 50% employer match about $85,381 at 4% or $56,920 at 6%; with 100% employer match about $64,036 at 4% or $42,690 at 6%.
JACOB & HEFNER ASSOCIATES, P.C. HEALTH INSURANCE PLAN-178---
JACOB & HEFNER ASSOCIATES, P.C. LIFE INSURANCE-130---
JACOB & HEFNER ASSOCIATES, P.C. DENTAL PLAN-92---
20054135$1,947,797$436,194$3,231iApproximate average salary by contribution assumption: employee only about $80,777 at 4% or $53,851 at 6%; with 50% employer match about $53,851 at 4% or $35,901 at 6%; with 100% employer match about $40,388 at 4% or $26,926 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-97$1,947,797$436,194$4,497iApproximate average salary by contribution assumption: employee only about $112,421 at 4% or $74,947 at 6%; with 50% employer match about $74,947 at 4% or $49,965 at 6%; with 100% employer match about $56,211 at 4% or $37,474 at 6%.
JACOB & HEFNER ASSOCIATES, P.C. HEALTH INSURANCE PLAN-135---
JACOB & HEFNER ASSOCIATES, P.C. DENTAL PLAN-107---
JACOB & HEFNER ASSOCIATES, P.C. LIFE INSURANCE-110---
2004169$1,432,073$332,497$4,819iApproximate average salary by contribution assumption: employee only about $120,470 at 4% or $80,313 at 6%; with 50% employer match about $80,313 at 4% or $53,542 at 6%; with 100% employer match about $60,235 at 4% or $40,157 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-69$1,432,073$332,497$4,819iApproximate average salary by contribution assumption: employee only about $120,470 at 4% or $80,313 at 6%; with 50% employer match about $80,313 at 4% or $53,542 at 6%; with 100% employer match about $60,235 at 4% or $40,157 at 6%.
2003161$1,017,238$283,380$4,646iApproximate average salary by contribution assumption: employee only about $116,139 at 4% or $77,426 at 6%; with 50% employer match about $77,426 at 4% or $51,617 at 6%; with 100% employer match about $58,070 at 4% or $38,713 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-61$1,017,238$283,380$4,646iApproximate average salary by contribution assumption: employee only about $116,139 at 4% or $77,426 at 6%; with 50% employer match about $77,426 at 4% or $51,617 at 6%; with 100% employer match about $58,070 at 4% or $38,713 at 6%.
2002154$570,363$220,306$4,080iApproximate average salary by contribution assumption: employee only about $101,994 at 4% or $67,996 at 6%; with 50% employer match about $67,996 at 4% or $45,330 at 6%; with 100% employer match about $50,997 at 4% or $33,998 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-54$570,363$220,306$4,080iApproximate average salary by contribution assumption: employee only about $101,994 at 4% or $67,996 at 6%; with 50% employer match about $67,996 at 4% or $45,330 at 6%; with 100% employer match about $50,997 at 4% or $33,998 at 6%.
2001134$510,261$221,655$6,519iApproximate average salary by contribution assumption: employee only about $162,982 at 4% or $108,654 at 6%; with 50% employer match about $108,654 at 4% or $72,436 at 6%; with 100% employer match about $81,491 at 4% or $54,327 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-34$510,261$221,655$6,519iApproximate average salary by contribution assumption: employee only about $162,982 at 4% or $108,654 at 6%; with 50% employer match about $108,654 at 4% or $72,436 at 6%; with 100% employer match about $81,491 at 4% or $54,327 at 6%.
2000126$418,260$159,197$6,123iApproximate average salary by contribution assumption: employee only about $153,074 at 4% or $102,049 at 6%; with 50% employer match about $102,049 at 4% or $68,033 at 6%; with 100% employer match about $76,537 at 4% or $51,025 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-26$418,260$159,197$6,123iApproximate average salary by contribution assumption: employee only about $153,074 at 4% or $102,049 at 6%; with 50% employer match about $102,049 at 4% or $68,033 at 6%; with 100% employer match about $76,537 at 4% or $51,025 at 6%.
1999125$405,331$127,515$5,101iApproximate average salary by contribution assumption: employee only about $127,515 at 4% or $85,010 at 6%; with 50% employer match about $85,010 at 4% or $56,673 at 6%; with 100% employer match about $63,758 at 4% or $42,505 at 6%.
Jacob & Hefner Associates PC. 401 K Plan-25$405,331$127,515$5,101iApproximate average salary by contribution assumption: employee only about $127,515 at 4% or $85,010 at 6%; with 50% employer match about $85,010 at 4% or $56,673 at 6%; with 100% employer match about $63,758 at 4% or $42,505 at 6%.