Civic Intelligence

Stephen E Jacobson Dds PC

Plan context: Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust

EIN 38-2885436 • Walled Lake, MI • 18 filings • 4 plans

39890 Fourteen Mile RdWalled Lake, MI 48390
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$2,844,773

2024 Contributions

$16,355

Historical Graphs

Total Assets Over Time

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

$2,844,773$1,422,387$0200520152023YearValue
$2,844,773Latest year 2023

Participants Over Time

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

1890200520152023YearValue
14Latest year 2023

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
202410$0$16,355-
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-0$0$16,355-
2023114$2,844,773$203,513$14,537iApproximate average salary by contribution assumption: employee only about $363,416 at 4% or $242,277 at 6%; with 50% employer match about $242,277 at 4% or $161,518 at 6%; with 100% employer match about $181,708 at 4% or $121,139 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-14$2,844,773$203,513$14,537iApproximate average salary by contribution assumption: employee only about $363,416 at 4% or $242,277 at 6%; with 50% employer match about $242,277 at 4% or $161,518 at 6%; with 100% employer match about $181,708 at 4% or $121,139 at 6%.
2022116$2,367,478$178,284$11,143iApproximate average salary by contribution assumption: employee only about $278,569 at 4% or $185,713 at 6%; with 50% employer match about $185,713 at 4% or $123,808 at 6%; with 100% employer match about $139,284 at 4% or $92,856 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-16$2,367,478$178,284$11,143iApproximate average salary by contribution assumption: employee only about $278,569 at 4% or $185,713 at 6%; with 50% employer match about $185,713 at 4% or $123,808 at 6%; with 100% employer match about $139,284 at 4% or $92,856 at 6%.
2021117$2,689,236$176,681$10,393iApproximate average salary by contribution assumption: employee only about $259,825 at 4% or $173,217 at 6%; with 50% employer match about $173,217 at 4% or $115,478 at 6%; with 100% employer match about $129,913 at 4% or $86,608 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-17$2,689,236$176,681$10,393iApproximate average salary by contribution assumption: employee only about $259,825 at 4% or $173,217 at 6%; with 50% employer match about $173,217 at 4% or $115,478 at 6%; with 100% employer match about $129,913 at 4% or $86,608 at 6%.
2020116$2,286,448$156,938$9,809iApproximate average salary by contribution assumption: employee only about $245,216 at 4% or $163,477 at 6%; with 50% employer match about $163,477 at 4% or $108,985 at 6%; with 100% employer match about $122,608 at 4% or $81,739 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-16$2,286,448$156,938$9,809iApproximate average salary by contribution assumption: employee only about $245,216 at 4% or $163,477 at 6%; with 50% employer match about $163,477 at 4% or $108,985 at 6%; with 100% employer match about $122,608 at 4% or $81,739 at 6%.
2019116$1,872,397$156,946$9,809iApproximate average salary by contribution assumption: employee only about $245,228 at 4% or $163,485 at 6%; with 50% employer match about $163,485 at 4% or $108,990 at 6%; with 100% employer match about $122,614 at 4% or $81,743 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-16$1,872,397$156,946$9,809iApproximate average salary by contribution assumption: employee only about $245,228 at 4% or $163,485 at 6%; with 50% employer match about $163,485 at 4% or $108,990 at 6%; with 100% employer match about $122,614 at 4% or $81,743 at 6%.
2018117$1,598,519$153,430$9,025iApproximate average salary by contribution assumption: employee only about $225,632 at 4% or $150,422 at 6%; with 50% employer match about $150,422 at 4% or $100,281 at 6%; with 100% employer match about $112,816 at 4% or $75,211 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-17$1,598,519$153,430$9,025iApproximate average salary by contribution assumption: employee only about $225,632 at 4% or $150,422 at 6%; with 50% employer match about $150,422 at 4% or $100,281 at 6%; with 100% employer match about $112,816 at 4% or $75,211 at 6%.
2017117$1,551,859$147,925$8,701iApproximate average salary by contribution assumption: employee only about $217,537 at 4% or $145,025 at 6%; with 50% employer match about $145,025 at 4% or $96,683 at 6%; with 100% employer match about $108,768 at 4% or $72,512 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-17$1,551,859$147,925$8,701iApproximate average salary by contribution assumption: employee only about $217,537 at 4% or $145,025 at 6%; with 50% employer match about $145,025 at 4% or $96,683 at 6%; with 100% employer match about $108,768 at 4% or $72,512 at 6%.
2016116$1,243,691$126,845$7,928iApproximate average salary by contribution assumption: employee only about $198,195 at 4% or $132,130 at 6%; with 50% employer match about $132,130 at 4% or $88,087 at 6%; with 100% employer match about $99,098 at 4% or $66,065 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-16$1,243,691$126,845$7,928iApproximate average salary by contribution assumption: employee only about $198,195 at 4% or $132,130 at 6%; with 50% employer match about $132,130 at 4% or $88,087 at 6%; with 100% employer match about $99,098 at 4% or $66,065 at 6%.
2015118$1,083,455$129,437$7,191iApproximate average salary by contribution assumption: employee only about $179,774 at 4% or $119,849 at 6%; with 50% employer match about $119,849 at 4% or $79,899 at 6%; with 100% employer match about $89,887 at 4% or $59,925 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-18$1,083,455$129,437$7,191iApproximate average salary by contribution assumption: employee only about $179,774 at 4% or $119,849 at 6%; with 50% employer match about $119,849 at 4% or $79,899 at 6%; with 100% employer match about $89,887 at 4% or $59,925 at 6%.
2014118$1,208,949$151,094$8,394iApproximate average salary by contribution assumption: employee only about $209,853 at 4% or $139,902 at 6%; with 50% employer match about $139,902 at 4% or $93,268 at 6%; with 100% employer match about $104,926 at 4% or $69,951 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-18$1,208,949$151,094$8,394iApproximate average salary by contribution assumption: employee only about $209,853 at 4% or $139,902 at 6%; with 50% employer match about $139,902 at 4% or $93,268 at 6%; with 100% employer match about $104,926 at 4% or $69,951 at 6%.
2013113$1,011,235$131,624$10,125iApproximate average salary by contribution assumption: employee only about $253,123 at 4% or $168,749 at 6%; with 50% employer match about $168,749 at 4% or $112,499 at 6%; with 100% employer match about $126,562 at 4% or $84,374 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-13$1,011,235$131,624$10,125iApproximate average salary by contribution assumption: employee only about $253,123 at 4% or $168,749 at 6%; with 50% employer match about $168,749 at 4% or $112,499 at 6%; with 100% employer match about $126,562 at 4% or $84,374 at 6%.
2012112$804,804$130,018$10,835iApproximate average salary by contribution assumption: employee only about $270,871 at 4% or $180,581 at 6%; with 50% employer match about $180,581 at 4% or $120,387 at 6%; with 100% employer match about $135,435 at 4% or $90,290 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-12$804,804$130,018$10,835iApproximate average salary by contribution assumption: employee only about $270,871 at 4% or $180,581 at 6%; with 50% employer match about $180,581 at 4% or $120,387 at 6%; with 100% employer match about $135,435 at 4% or $90,290 at 6%.
2011112$615,747$124,658$10,388iApproximate average salary by contribution assumption: employee only about $259,704 at 4% or $173,136 at 6%; with 50% employer match about $173,136 at 4% or $115,424 at 6%; with 100% employer match about $129,852 at 4% or $86,568 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-12$615,747$124,658$10,388iApproximate average salary by contribution assumption: employee only about $259,704 at 4% or $173,136 at 6%; with 50% employer match about $173,136 at 4% or $115,424 at 6%; with 100% employer match about $129,852 at 4% or $86,568 at 6%.
2010113$652,066$110,228$8,479iApproximate average salary by contribution assumption: employee only about $211,977 at 4% or $141,318 at 6%; with 50% employer match about $141,318 at 4% or $94,212 at 6%; with 100% employer match about $105,988 at 4% or $70,659 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-13$652,066$110,228$8,479iApproximate average salary by contribution assumption: employee only about $211,977 at 4% or $141,318 at 6%; with 50% employer match about $141,318 at 4% or $94,212 at 6%; with 100% employer match about $105,988 at 4% or $70,659 at 6%.
2009117$482,198$136,838$8,049iApproximate average salary by contribution assumption: employee only about $201,232 at 4% or $134,155 at 6%; with 50% employer match about $134,155 at 4% or $89,437 at 6%; with 100% employer match about $100,616 at 4% or $67,077 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-17$482,198$136,838$8,049iApproximate average salary by contribution assumption: employee only about $201,232 at 4% or $134,155 at 6%; with 50% employer match about $134,155 at 4% or $89,437 at 6%; with 100% employer match about $100,616 at 4% or $67,077 at 6%.
2008117$260,708$101,813$5,989iApproximate average salary by contribution assumption: employee only about $149,725 at 4% or $99,817 at 6%; with 50% employer match about $99,817 at 4% or $66,544 at 6%; with 100% employer match about $74,863 at 4% or $49,908 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-17$260,708$101,813$5,989iApproximate average salary by contribution assumption: employee only about $149,725 at 4% or $99,817 at 6%; with 50% employer match about $99,817 at 4% or $66,544 at 6%; with 100% employer match about $74,863 at 4% or $49,908 at 6%.
2005113$101,556$97,862$7,528iApproximate average salary by contribution assumption: employee only about $188,196 at 4% or $125,464 at 6%; with 50% employer match about $125,464 at 4% or $83,643 at 6%; with 100% employer match about $94,098 at 4% or $62,732 at 6%.
Stephen E Jacobson Dds PC 401(K) Profit Sharing Plan & Trust-13$101,556$97,862$7,528iApproximate average salary by contribution assumption: employee only about $188,196 at 4% or $125,464 at 6%; with 50% employer match about $125,464 at 4% or $83,643 at 6%; with 100% employer match about $94,098 at 4% or $62,732 at 6%.