Civic Intelligence

Jacobs Kolton, Chartered

Plan context: Jacobs Kolton, Chartered 401(K) Plan

EIN 36-4397245 • Chicago, IL • 13 filings • 2 plans

77 West Wacker DriveSuite 4500Chicago, IL 60601
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$794,842

2020 Contributions

$216,535

Historical Graphs

Total Assets Over Time

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

$1,971,018$985,509$0201420172020YearValue
$794,842Latest year 2020

Participants Over Time

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

420201420172020YearValue
2Latest year 2020

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
202022$794,842$216,535$108,268iApproximate average salary by contribution assumption: employee only about $2,706,688 at 4% or $1,804,458 at 6%; with 50% employer match about $1,804,458 at 4% or $1,202,972 at 6%; with 100% employer match about $1,353,344 at 4% or $902,229 at 6%.
Jacobs Kolton, Chartered 401(K) Plan-2$509,547$13,600$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
JACOBS KOLTON, CHARTERED CASH BALANCE PLAN-2$285,295$202,935$101,468iApproximate average salary by contribution assumption: employee only about $2,536,688 at 4% or $1,691,125 at 6%; with 50% employer match about $1,691,125 at 4% or $1,127,417 at 6%; with 100% employer match about $1,268,344 at 4% or $845,563 at 6%.
201922$795,316$275,368$137,684iApproximate average salary by contribution assumption: employee only about $3,442,100 at 4% or $2,294,733 at 6%; with 50% employer match about $2,294,733 at 4% or $1,529,822 at 6%; with 100% employer match about $1,721,050 at 4% or $1,147,367 at 6%.
JACOBS KOLTON, CHARTERED CASH BALANCE PLAN-2$489,129$275,368$137,684iApproximate average salary by contribution assumption: employee only about $3,442,100 at 4% or $2,294,733 at 6%; with 50% employer match about $2,294,733 at 4% or $1,529,822 at 6%; with 100% employer match about $1,721,050 at 4% or $1,147,367 at 6%.
Jacobs Kolton, Chartered 401(K) Plan-2$306,187$0-
201822$757,723$46,878$23,439iApproximate average salary by contribution assumption: employee only about $585,975 at 4% or $390,650 at 6%; with 50% employer match about $390,650 at 4% or $260,433 at 6%; with 100% employer match about $292,988 at 4% or $195,325 at 6%.
JACOBS KOLTON, CHARTERED CASH BALANCE PLAN-2$518,344$13,173$6,587iApproximate average salary by contribution assumption: employee only about $164,663 at 4% or $109,775 at 6%; with 50% employer match about $109,775 at 4% or $73,183 at 6%; with 100% employer match about $82,331 at 4% or $54,888 at 6%.
Jacobs Kolton, Chartered 401(K) Plan-2$239,379$33,705$16,853iApproximate average salary by contribution assumption: employee only about $421,313 at 4% or $280,875 at 6%; with 50% employer match about $280,875 at 4% or $187,250 at 6%; with 100% employer match about $210,656 at 4% or $140,438 at 6%.
201724$1,971,018$541,971$135,493iApproximate average salary by contribution assumption: employee only about $3,387,319 at 4% or $2,258,213 at 6%; with 50% employer match about $2,258,213 at 4% or $1,505,475 at 6%; with 100% employer match about $1,693,659 at 4% or $1,129,106 at 6%.
JACOBS KOLTON, CHARTERED CASH BALANCE PLAN-4$1,745,813$468,171$117,043iApproximate average salary by contribution assumption: employee only about $2,926,069 at 4% or $1,950,713 at 6%; with 50% employer match about $1,950,713 at 4% or $1,300,475 at 6%; with 100% employer match about $1,463,034 at 4% or $975,356 at 6%.
Jacobs Kolton, Chartered 401(K) Plan-3$225,205$73,800$24,600iApproximate average salary by contribution assumption: employee only about $615,000 at 4% or $410,000 at 6%; with 50% employer match about $410,000 at 4% or $273,333 at 6%; with 100% employer match about $307,500 at 4% or $205,000 at 6%.
201613$1,104,972$457,766$152,589iApproximate average salary by contribution assumption: employee only about $3,814,717 at 4% or $2,543,144 at 6%; with 50% employer match about $2,543,144 at 4% or $1,695,430 at 6%; with 100% employer match about $1,907,358 at 4% or $1,271,572 at 6%.
JACOBS KOLTON, CHARTERED CASH BALANCE PLAN-3$1,104,972$457,766$152,589iApproximate average salary by contribution assumption: employee only about $3,814,717 at 4% or $2,543,144 at 6%; with 50% employer match about $2,543,144 at 4% or $1,695,430 at 6%; with 100% employer match about $1,907,358 at 4% or $1,271,572 at 6%.
201523$674,072$451,003$150,334iApproximate average salary by contribution assumption: employee only about $3,758,358 at 4% or $2,505,572 at 6%; with 50% employer match about $2,505,572 at 4% or $1,670,381 at 6%; with 100% employer match about $1,879,179 at 4% or $1,252,786 at 6%.
JACOBS KOLTON, CHARTERED CASH BALANCE PLAN-3$609,464$403,000$134,333iApproximate average salary by contribution assumption: employee only about $3,358,333 at 4% or $2,238,889 at 6%; with 50% employer match about $2,238,889 at 4% or $1,492,593 at 6%; with 100% employer match about $1,679,167 at 4% or $1,119,444 at 6%.
Jacobs Kolton, Chartered 401(K) Plan-2$64,608$48,003$24,002iApproximate average salary by contribution assumption: employee only about $600,038 at 4% or $400,025 at 6%; with 50% employer match about $400,025 at 4% or $266,683 at 6%; with 100% employer match about $300,019 at 4% or $200,013 at 6%.
201423$232,767$234,075$78,025iApproximate average salary by contribution assumption: employee only about $1,950,625 at 4% or $1,300,417 at 6%; with 50% employer match about $1,300,417 at 4% or $866,944 at 6%; with 100% employer match about $975,313 at 4% or $650,208 at 6%.
JACOBS KOLTON, CHARTERED CASH BALANCE PLAN-3$206,975$208,283$69,428iApproximate average salary by contribution assumption: employee only about $1,735,692 at 4% or $1,157,128 at 6%; with 50% employer match about $1,157,128 at 4% or $771,419 at 6%; with 100% employer match about $867,846 at 4% or $578,564 at 6%.
Jacobs Kolton, Chartered 401(K) Plan-3$25,792$25,792$8,597iApproximate average salary by contribution assumption: employee only about $214,933 at 4% or $143,289 at 6%; with 50% employer match about $143,289 at 4% or $95,526 at 6%; with 100% employer match about $107,467 at 4% or $71,644 at 6%.