Civic Intelligence

Jacobson Group LP

Plan context: Jacobson Group Inc 401(K) Retirement Savings Plan

EIN 39-1795028 • Menasha, WI • 7 filings • 2 plans

1219 Appleton RdMenasha, WI 54952-1501
Current Snapshot

Latest Year

2021

2021 Participants

23

2021 Assets

$2,495,486

2021 Contributions

$72,199

Historical Graphs

Total Assets Over Time

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

$6,504,602$3,252,301$0201520182020YearValue
$2,495,486Latest year 2020

Participants Over Time

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

126630201520182020YearValue
23Latest 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
202110$0$0-
Jacobson Group Inc 401(K) Retirement Savings Plan-0$0--
2020123$2,495,486$72,199$3,139iApproximate average salary by contribution assumption: employee only about $78,477 at 4% or $52,318 at 6%; with 50% employer match about $52,318 at 4% or $34,879 at 6%; with 100% employer match about $39,239 at 4% or $26,159 at 6%.
Jacobson Group Inc 401(K) Retirement Savings Plan-23$2,495,486$72,199$3,139iApproximate average salary by contribution assumption: employee only about $78,477 at 4% or $52,318 at 6%; with 50% employer match about $52,318 at 4% or $34,879 at 6%; with 100% employer match about $39,239 at 4% or $26,159 at 6%.
2019147$2,441,655$128,514$2,734iApproximate average salary by contribution assumption: employee only about $68,359 at 4% or $45,572 at 6%; with 50% employer match about $45,572 at 4% or $30,382 at 6%; with 100% employer match about $34,179 at 4% or $22,786 at 6%.
Jacobson Group Inc 401(K) Retirement Savings Plan-47$2,441,655$128,514$2,734iApproximate average salary by contribution assumption: employee only about $68,359 at 4% or $45,572 at 6%; with 50% employer match about $45,572 at 4% or $30,382 at 6%; with 100% employer match about $34,179 at 4% or $22,786 at 6%.
2018145$1,927,775$120,078$2,668iApproximate average salary by contribution assumption: employee only about $66,710 at 4% or $44,473 at 6%; with 50% employer match about $44,473 at 4% or $29,649 at 6%; with 100% employer match about $33,355 at 4% or $22,237 at 6%.
Jacobson Group Inc 401(K) Retirement Savings Plan-45$1,927,775$120,078$2,668iApproximate average salary by contribution assumption: employee only about $66,710 at 4% or $44,473 at 6%; with 50% employer match about $44,473 at 4% or $29,649 at 6%; with 100% employer match about $33,355 at 4% or $22,237 at 6%.
2017139$2,002,651$104,083$2,669iApproximate average salary by contribution assumption: employee only about $66,720 at 4% or $44,480 at 6%; with 50% employer match about $44,480 at 4% or $29,653 at 6%; with 100% employer match about $33,360 at 4% or $22,240 at 6%.
Jacobson Group Inc 401(K) Retirement Savings Plan-39$2,002,651$104,083$2,669iApproximate average salary by contribution assumption: employee only about $66,720 at 4% or $44,480 at 6%; with 50% employer match about $44,480 at 4% or $29,653 at 6%; with 100% employer match about $33,360 at 4% or $22,240 at 6%.
2016141$1,715,866$192,289$4,690iApproximate average salary by contribution assumption: employee only about $117,249 at 4% or $78,166 at 6%; with 50% employer match about $78,166 at 4% or $52,111 at 6%; with 100% employer match about $58,625 at 4% or $39,083 at 6%.
Jacobson Group Inc 401(K) Retirement Savings Plan-41$1,715,866$192,289$4,690iApproximate average salary by contribution assumption: employee only about $117,249 at 4% or $78,166 at 6%; with 50% employer match about $78,166 at 4% or $52,111 at 6%; with 100% employer match about $58,625 at 4% or $39,083 at 6%.
20151126$6,504,602$414,076$3,286iApproximate average salary by contribution assumption: employee only about $82,158 at 4% or $54,772 at 6%; with 50% employer match about $54,772 at 4% or $36,515 at 6%; with 100% employer match about $41,079 at 4% or $27,386 at 6%.
Jacobson Group Inc 401(K) Retirement Savings Plan-126$6,504,602$414,076$3,286iApproximate average salary by contribution assumption: employee only about $82,158 at 4% or $54,772 at 6%; with 50% employer match about $54,772 at 4% or $36,515 at 6%; with 100% employer match about $41,079 at 4% or $27,386 at 6%.