Civic Intelligence

Edward Jacks & Company LLC

Plan context: Edward Jacks & Company 401(K) Profit Sharing Plan

EIN 36-4406902 • Lake Forest, IL • 10 filings • 1 plans

920 S. Waukegan RoadSuite 300Lake Forest, IL 60045
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$2,934,126

2022 Contributions

$80,950

Historical Graphs

Total Assets Over Time

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

$3,505,158$1,752,579$0201320182022YearValue
$2,934,126Latest year 2022

Participants Over Time

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

1160201320182022YearValue
5Latest year 2022

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
202215$2,934,126$80,950$16,190iApproximate average salary by contribution assumption: employee only about $404,750 at 4% or $269,833 at 6%; with 50% employer match about $269,833 at 4% or $179,889 at 6%; with 100% employer match about $202,375 at 4% or $134,917 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-5$2,934,126$80,950$16,190iApproximate average salary by contribution assumption: employee only about $404,750 at 4% or $269,833 at 6%; with 50% employer match about $269,833 at 4% or $179,889 at 6%; with 100% employer match about $202,375 at 4% or $134,917 at 6%.
202115$3,505,158$160,557$32,111iApproximate average salary by contribution assumption: employee only about $802,785 at 4% or $535,190 at 6%; with 50% employer match about $535,190 at 4% or $356,793 at 6%; with 100% employer match about $401,393 at 4% or $267,595 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-5$3,505,158$160,557$32,111iApproximate average salary by contribution assumption: employee only about $802,785 at 4% or $535,190 at 6%; with 50% employer match about $535,190 at 4% or $356,793 at 6%; with 100% employer match about $401,393 at 4% or $267,595 at 6%.
202017$2,977,261$160,708$22,958iApproximate average salary by contribution assumption: employee only about $573,957 at 4% or $382,638 at 6%; with 50% employer match about $382,638 at 4% or $255,092 at 6%; with 100% employer match about $286,979 at 4% or $191,319 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-7$2,977,261$160,708$22,958iApproximate average salary by contribution assumption: employee only about $573,957 at 4% or $382,638 at 6%; with 50% employer match about $382,638 at 4% or $255,092 at 6%; with 100% employer match about $286,979 at 4% or $191,319 at 6%.
201918$2,292,411$158,735$19,842iApproximate average salary by contribution assumption: employee only about $496,047 at 4% or $330,698 at 6%; with 50% employer match about $330,698 at 4% or $220,465 at 6%; with 100% employer match about $248,023 at 4% or $165,349 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-8$2,292,411$158,735$19,842iApproximate average salary by contribution assumption: employee only about $496,047 at 4% or $330,698 at 6%; with 50% employer match about $330,698 at 4% or $220,465 at 6%; with 100% employer match about $248,023 at 4% or $165,349 at 6%.
201817$1,685,414$154,249$22,036iApproximate average salary by contribution assumption: employee only about $550,889 at 4% or $367,260 at 6%; with 50% employer match about $367,260 at 4% or $244,840 at 6%; with 100% employer match about $275,445 at 4% or $183,630 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-7$1,685,414$154,249$22,036iApproximate average salary by contribution assumption: employee only about $550,889 at 4% or $367,260 at 6%; with 50% employer match about $367,260 at 4% or $244,840 at 6%; with 100% employer match about $275,445 at 4% or $183,630 at 6%.
201716$1,739,316$157,689$26,282iApproximate average salary by contribution assumption: employee only about $657,038 at 4% or $438,025 at 6%; with 50% employer match about $438,025 at 4% or $292,017 at 6%; with 100% employer match about $328,519 at 4% or $219,013 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-6$1,739,316$157,689$26,282iApproximate average salary by contribution assumption: employee only about $657,038 at 4% or $438,025 at 6%; with 50% employer match about $438,025 at 4% or $292,017 at 6%; with 100% employer match about $328,519 at 4% or $219,013 at 6%.
201618$1,260,911$122,909$15,364iApproximate average salary by contribution assumption: employee only about $384,091 at 4% or $256,060 at 6%; with 50% employer match about $256,060 at 4% or $170,707 at 6%; with 100% employer match about $192,045 at 4% or $128,030 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-8$1,260,911$122,909$15,364iApproximate average salary by contribution assumption: employee only about $384,091 at 4% or $256,060 at 6%; with 50% employer match about $256,060 at 4% or $170,707 at 6%; with 100% employer match about $192,045 at 4% or $128,030 at 6%.
201518$1,046,414$139,004$17,376iApproximate average salary by contribution assumption: employee only about $434,388 at 4% or $289,592 at 6%; with 50% employer match about $289,592 at 4% or $193,061 at 6%; with 100% employer match about $217,194 at 4% or $144,796 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-8$1,046,414$139,004$17,376iApproximate average salary by contribution assumption: employee only about $434,388 at 4% or $289,592 at 6%; with 50% employer match about $289,592 at 4% or $193,061 at 6%; with 100% employer match about $217,194 at 4% or $144,796 at 6%.
2014110$891,941$122,638$12,264iApproximate average salary by contribution assumption: employee only about $306,595 at 4% or $204,397 at 6%; with 50% employer match about $204,397 at 4% or $136,264 at 6%; with 100% employer match about $153,298 at 4% or $102,198 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-10$891,941$122,638$12,264iApproximate average salary by contribution assumption: employee only about $306,595 at 4% or $204,397 at 6%; with 50% employer match about $204,397 at 4% or $136,264 at 6%; with 100% employer match about $153,298 at 4% or $102,198 at 6%.
2013111$727,308$632,087$57,462iApproximate average salary by contribution assumption: employee only about $1,436,561 at 4% or $957,708 at 6%; with 50% employer match about $957,708 at 4% or $638,472 at 6%; with 100% employer match about $718,281 at 4% or $478,854 at 6%.
Edward Jacks & Company 401(K) Profit Sharing Plan-11$727,308$632,087$57,462iApproximate average salary by contribution assumption: employee only about $1,436,561 at 4% or $957,708 at 6%; with 50% employer match about $957,708 at 4% or $638,472 at 6%; with 100% employer match about $718,281 at 4% or $478,854 at 6%.