Civic Intelligence

Jacobus Wealth Management Inc.

Plan context: Jacobus Wealth Management Inc. Profit Sharing Plan and Trust

EIN 39-1521502 • Milwaukee, WI • 22 filings • 2 plans

10361 W Innovation DriveSuite 350Milwaukee, WI 53226
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$129

2020 Contributions

$244,276

Historical Graphs

Total Assets Over Time

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

$3,147,821$1,573,911$0199920102019YearValue
$129Latest year 2019

Participants Over Time

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

21110199920092018YearValue
1Latest year 2018

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
202010$0$0-
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-0$0$0-
201910$129$0-
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-0$129--
201811$159$0-
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-1$159--
2017116$3,147,821$244,276$15,267iApproximate average salary by contribution assumption: employee only about $381,681 at 4% or $254,454 at 6%; with 50% employer match about $254,454 at 4% or $169,636 at 6%; with 100% employer match about $190,841 at 4% or $127,227 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-16$3,147,821$244,276$15,267iApproximate average salary by contribution assumption: employee only about $381,681 at 4% or $254,454 at 6%; with 50% employer match about $254,454 at 4% or $169,636 at 6%; with 100% employer match about $190,841 at 4% or $127,227 at 6%.
2016120$2,524,285$183,099$9,155iApproximate average salary by contribution assumption: employee only about $228,874 at 4% or $152,583 at 6%; with 50% employer match about $152,583 at 4% or $101,722 at 6%; with 100% employer match about $114,437 at 4% or $76,291 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-20$2,524,285$183,099$9,155iApproximate average salary by contribution assumption: employee only about $228,874 at 4% or $152,583 at 6%; with 50% employer match about $152,583 at 4% or $101,722 at 6%; with 100% employer match about $114,437 at 4% or $76,291 at 6%.
2015121$2,503,947$188,572$8,980iApproximate average salary by contribution assumption: employee only about $224,490 at 4% or $149,660 at 6%; with 50% employer match about $149,660 at 4% or $99,774 at 6%; with 100% employer match about $112,245 at 4% or $74,830 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-21$2,503,947$188,572$8,980iApproximate average salary by contribution assumption: employee only about $224,490 at 4% or $149,660 at 6%; with 50% employer match about $149,660 at 4% or $99,774 at 6%; with 100% employer match about $112,245 at 4% or $74,830 at 6%.
2014120$2,488,935$175,597$8,780iApproximate average salary by contribution assumption: employee only about $219,496 at 4% or $146,331 at 6%; with 50% employer match about $146,331 at 4% or $97,554 at 6%; with 100% employer match about $109,748 at 4% or $73,165 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-20$2,488,935$175,597$8,780iApproximate average salary by contribution assumption: employee only about $219,496 at 4% or $146,331 at 6%; with 50% employer match about $146,331 at 4% or $97,554 at 6%; with 100% employer match about $109,748 at 4% or $73,165 at 6%.
2013119$2,301,066$156,233$8,223iApproximate average salary by contribution assumption: employee only about $205,570 at 4% or $137,046 at 6%; with 50% employer match about $137,046 at 4% or $91,364 at 6%; with 100% employer match about $102,785 at 4% or $68,523 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-19$2,301,066$156,233$8,223iApproximate average salary by contribution assumption: employee only about $205,570 at 4% or $137,046 at 6%; with 50% employer match about $137,046 at 4% or $91,364 at 6%; with 100% employer match about $102,785 at 4% or $68,523 at 6%.
2012118$1,846,079$170,400$9,467iApproximate average salary by contribution assumption: employee only about $236,667 at 4% or $157,778 at 6%; with 50% employer match about $157,778 at 4% or $105,185 at 6%; with 100% employer match about $118,333 at 4% or $78,889 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-18$1,846,079$170,400$9,467iApproximate average salary by contribution assumption: employee only about $236,667 at 4% or $157,778 at 6%; with 50% employer match about $157,778 at 4% or $105,185 at 6%; with 100% employer match about $118,333 at 4% or $78,889 at 6%.
2011117$1,526,461$158,894$9,347iApproximate average salary by contribution assumption: employee only about $233,668 at 4% or $155,778 at 6%; with 50% employer match about $155,778 at 4% or $103,852 at 6%; with 100% employer match about $116,834 at 4% or $77,889 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-17$1,526,461$158,894$9,347iApproximate average salary by contribution assumption: employee only about $233,668 at 4% or $155,778 at 6%; with 50% employer match about $155,778 at 4% or $103,852 at 6%; with 100% employer match about $116,834 at 4% or $77,889 at 6%.
2010117$1,475,154$164,815$9,695iApproximate average salary by contribution assumption: employee only about $242,375 at 4% or $161,583 at 6%; with 50% employer match about $161,583 at 4% or $107,722 at 6%; with 100% employer match about $121,188 at 4% or $80,792 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-17$1,475,154$164,815$9,695iApproximate average salary by contribution assumption: employee only about $242,375 at 4% or $161,583 at 6%; with 50% employer match about $161,583 at 4% or $107,722 at 6%; with 100% employer match about $121,188 at 4% or $80,792 at 6%.
2009119$1,808,888$133,021$7,001iApproximate average salary by contribution assumption: employee only about $175,028 at 4% or $116,685 at 6%; with 50% employer match about $116,685 at 4% or $77,790 at 6%; with 100% employer match about $87,514 at 4% or $58,343 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-19$1,808,888$133,021$7,001iApproximate average salary by contribution assumption: employee only about $175,028 at 4% or $116,685 at 6%; with 50% employer match about $116,685 at 4% or $77,790 at 6%; with 100% employer match about $87,514 at 4% or $58,343 at 6%.
2008115$1,394,621$149,993$10,000iApproximate average salary by contribution assumption: employee only about $249,988 at 4% or $166,659 at 6%; with 50% employer match about $166,659 at 4% or $111,106 at 6%; with 100% employer match about $124,994 at 4% or $83,329 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-15$1,394,621$149,993$10,000iApproximate average salary by contribution assumption: employee only about $249,988 at 4% or $166,659 at 6%; with 50% employer match about $166,659 at 4% or $111,106 at 6%; with 100% employer match about $124,994 at 4% or $83,329 at 6%.
2007115$2,142,190$154,880$10,325iApproximate average salary by contribution assumption: employee only about $258,133 at 4% or $172,089 at 6%; with 50% employer match about $172,089 at 4% or $114,726 at 6%; with 100% employer match about $129,067 at 4% or $86,044 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-15$2,142,190$154,880$10,325iApproximate average salary by contribution assumption: employee only about $258,133 at 4% or $172,089 at 6%; with 50% employer match about $172,089 at 4% or $114,726 at 6%; with 100% employer match about $129,067 at 4% or $86,044 at 6%.
2006118$1,926,926$137,967$7,665iApproximate average salary by contribution assumption: employee only about $191,621 at 4% or $127,747 at 6%; with 50% employer match about $127,747 at 4% or $85,165 at 6%; with 100% employer match about $95,810 at 4% or $63,874 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-18$1,926,926$137,967$7,665iApproximate average salary by contribution assumption: employee only about $191,621 at 4% or $127,747 at 6%; with 50% employer match about $127,747 at 4% or $85,165 at 6%; with 100% employer match about $95,810 at 4% or $63,874 at 6%.
2005117$1,527,282$127,192$7,482iApproximate average salary by contribution assumption: employee only about $187,047 at 4% or $124,698 at 6%; with 50% employer match about $124,698 at 4% or $83,132 at 6%; with 100% employer match about $93,524 at 4% or $62,349 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-17$1,527,282$127,192$7,482iApproximate average salary by contribution assumption: employee only about $187,047 at 4% or $124,698 at 6%; with 50% employer match about $124,698 at 4% or $83,132 at 6%; with 100% employer match about $93,524 at 4% or $62,349 at 6%.
2004116$1,374,318$141,709$8,857iApproximate average salary by contribution assumption: employee only about $221,420 at 4% or $147,614 at 6%; with 50% employer match about $147,614 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,807 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-16$1,374,318$141,709$8,857iApproximate average salary by contribution assumption: employee only about $221,420 at 4% or $147,614 at 6%; with 50% employer match about $147,614 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,807 at 6%.
2003118$1,082,850$118,615$6,590iApproximate average salary by contribution assumption: employee only about $164,743 at 4% or $109,829 at 6%; with 50% employer match about $109,829 at 4% or $73,219 at 6%; with 100% employer match about $82,372 at 4% or $54,914 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-18$1,082,850$118,615$6,590iApproximate average salary by contribution assumption: employee only about $164,743 at 4% or $109,829 at 6%; with 50% employer match about $109,829 at 4% or $73,219 at 6%; with 100% employer match about $82,372 at 4% or $54,914 at 6%.
2002117$742,471$120,058$7,062iApproximate average salary by contribution assumption: employee only about $176,556 at 4% or $117,704 at 6%; with 50% employer match about $117,704 at 4% or $78,469 at 6%; with 100% employer match about $88,278 at 4% or $58,852 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-17$742,471$120,058$7,062iApproximate average salary by contribution assumption: employee only about $176,556 at 4% or $117,704 at 6%; with 50% employer match about $117,704 at 4% or $78,469 at 6%; with 100% employer match about $88,278 at 4% or $58,852 at 6%.
2001118$0$0-
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-18---
2000112$566,346$93,892$7,824iApproximate average salary by contribution assumption: employee only about $195,608 at 4% or $130,406 at 6%; with 50% employer match about $130,406 at 4% or $86,937 at 6%; with 100% employer match about $97,804 at 4% or $65,203 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-12$566,346$93,892$7,824iApproximate average salary by contribution assumption: employee only about $195,608 at 4% or $130,406 at 6%; with 50% employer match about $130,406 at 4% or $86,937 at 6%; with 100% employer match about $97,804 at 4% or $65,203 at 6%.
1999112$542,871$80,973$6,748iApproximate average salary by contribution assumption: employee only about $168,694 at 4% or $112,463 at 6%; with 50% employer match about $112,463 at 4% or $74,975 at 6%; with 100% employer match about $84,347 at 4% or $56,231 at 6%.
Jacobus Wealth Management Inc. Profit Sharing Plan and Trust-12$542,871$80,973$6,748iApproximate average salary by contribution assumption: employee only about $168,694 at 4% or $112,463 at 6%; with 50% employer match about $112,463 at 4% or $74,975 at 6%; with 100% employer match about $84,347 at 4% or $56,231 at 6%.