David M. Jacobson & Associates
Plan context: David M. Jacobson Profit Sharing Plan and Trust
EIN 39-1477072 • 7 filings • 2 plans
Current Snapshot
Latest Year
2006
2006 Participants
2
2006 Assets
$306,307
2006 Contributions
$12,827
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| David M. Jacobson Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2005 | 1 | 2 | $306,307 | $12,827 | $6,414iApproximate average salary by contribution assumption: employee only about $160,338 at 4% or $106,892 at 6%; with 50% employer match about $106,892 at 4% or $71,261 at 6%; with 100% employer match about $80,169 at 4% or $53,446 at 6%. |
| David M. Jacobson Profit Sharing Plan and Trust | - | 2 | $306,307 | $12,827 | $6,414iApproximate average salary by contribution assumption: employee only about $160,338 at 4% or $106,892 at 6%; with 50% employer match about $106,892 at 4% or $71,261 at 6%; with 100% employer match about $80,169 at 4% or $53,446 at 6%. |
| 2004 | 1 | 2 | $311,455 | $23,754 | $11,877iApproximate average salary by contribution assumption: employee only about $296,925 at 4% or $197,950 at 6%; with 50% employer match about $197,950 at 4% or $131,967 at 6%; with 100% employer match about $148,463 at 4% or $98,975 at 6%. |
| David M. Jacobson Profit Sharing Plan and Trust | - | 2 | $311,455 | $23,754 | $11,877iApproximate average salary by contribution assumption: employee only about $296,925 at 4% or $197,950 at 6%; with 50% employer match about $197,950 at 4% or $131,967 at 6%; with 100% employer match about $148,463 at 4% or $98,975 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| David M. Jacobson Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| David M. Jacobson Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| David M. Jacobson Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 1999 | 1 | 4 | $263,081 | $44,684 | $11,171iApproximate average salary by contribution assumption: employee only about $279,275 at 4% or $186,183 at 6%; with 50% employer match about $186,183 at 4% or $124,122 at 6%; with 100% employer match about $139,638 at 4% or $93,092 at 6%. |
| David M. Jacobson Profit Sharing Plan and Trust | - | 4 | $263,081 | $44,684 | $11,171iApproximate average salary by contribution assumption: employee only about $279,275 at 4% or $186,183 at 6%; with 50% employer match about $186,183 at 4% or $124,122 at 6%; with 100% employer match about $139,638 at 4% or $93,092 at 6%. |