Civic Intelligence

Jacobson Group Inc.

Plan context: The Jacobson Group Inc 401K Retirement Savings Plan

EIN 39-1795031 • 16 filings • 5 plans

Current Snapshot

Latest Year

2014

2014 Participants

124

2014 Assets

$6,357,666

2014 Contributions

$402,327

Historical Graphs

Total Assets Over Time

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

$6,357,666$3,178,833$0199920072014YearValue
$6,357,666Latest year 2014

Participants Over Time

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

147740199920072014YearValue
124Latest year 2014

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
20141124$6,357,666$402,327$3,245iApproximate average salary by contribution assumption: employee only about $81,114 at 4% or $54,076 at 6%; with 50% employer match about $54,076 at 4% or $36,051 at 6%; with 100% employer match about $40,557 at 4% or $27,038 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-124$6,357,666$402,327$3,245iApproximate average salary by contribution assumption: employee only about $81,114 at 4% or $54,076 at 6%; with 50% employer match about $54,076 at 4% or $36,051 at 6%; with 100% employer match about $40,557 at 4% or $27,038 at 6%.
20131113$5,987,616$479,903$4,247iApproximate average salary by contribution assumption: employee only about $106,173 at 4% or $70,782 at 6%; with 50% employer match about $70,782 at 4% or $47,188 at 6%; with 100% employer match about $53,087 at 4% or $35,391 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-113$5,987,616$479,903$4,247iApproximate average salary by contribution assumption: employee only about $106,173 at 4% or $70,782 at 6%; with 50% employer match about $70,782 at 4% or $47,188 at 6%; with 100% employer match about $53,087 at 4% or $35,391 at 6%.
20121118$4,890,962$511,964$4,339iApproximate average salary by contribution assumption: employee only about $108,467 at 4% or $72,311 at 6%; with 50% employer match about $72,311 at 4% or $48,208 at 6%; with 100% employer match about $54,233 at 4% or $36,156 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-118$4,890,962$511,964$4,339iApproximate average salary by contribution assumption: employee only about $108,467 at 4% or $72,311 at 6%; with 50% employer match about $72,311 at 4% or $48,208 at 6%; with 100% employer match about $54,233 at 4% or $36,156 at 6%.
20111120$3,898,737$359,201$2,993iApproximate average salary by contribution assumption: employee only about $74,834 at 4% or $49,889 at 6%; with 50% employer match about $49,889 at 4% or $33,259 at 6%; with 100% employer match about $37,417 at 4% or $24,945 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-120$3,898,737$359,201$2,993iApproximate average salary by contribution assumption: employee only about $74,834 at 4% or $49,889 at 6%; with 50% employer match about $49,889 at 4% or $33,259 at 6%; with 100% employer match about $37,417 at 4% or $24,945 at 6%.
20101115$3,755,903$343,056$2,983iApproximate average salary by contribution assumption: employee only about $74,577 at 4% or $49,718 at 6%; with 50% employer match about $49,718 at 4% or $33,146 at 6%; with 100% employer match about $37,289 at 4% or $24,859 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-115$3,755,903$343,056$2,983iApproximate average salary by contribution assumption: employee only about $74,577 at 4% or $49,718 at 6%; with 50% employer match about $49,718 at 4% or $33,146 at 6%; with 100% employer match about $37,289 at 4% or $24,859 at 6%.
20091105$3,146,754$383,287$3,650iApproximate average salary by contribution assumption: employee only about $91,259 at 4% or $60,839 at 6%; with 50% employer match about $60,839 at 4% or $40,559 at 6%; with 100% employer match about $45,629 at 4% or $30,420 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-105$3,146,754$383,287$3,650iApproximate average salary by contribution assumption: employee only about $91,259 at 4% or $60,839 at 6%; with 50% employer match about $60,839 at 4% or $40,559 at 6%; with 100% employer match about $45,629 at 4% or $30,420 at 6%.
20081106$2,198,991$344,034$3,246iApproximate average salary by contribution assumption: employee only about $81,140 at 4% or $54,093 at 6%; with 50% employer match about $54,093 at 4% or $36,062 at 6%; with 100% employer match about $40,570 at 4% or $27,047 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-106$2,198,991$344,034$3,246iApproximate average salary by contribution assumption: employee only about $81,140 at 4% or $54,093 at 6%; with 50% employer match about $54,093 at 4% or $36,062 at 6%; with 100% employer match about $40,570 at 4% or $27,047 at 6%.
2007197$3,099,205$288,230$2,971iApproximate average salary by contribution assumption: employee only about $74,286 at 4% or $49,524 at 6%; with 50% employer match about $49,524 at 4% or $33,016 at 6%; with 100% employer match about $37,143 at 4% or $24,762 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-97$3,099,205$288,230$2,971iApproximate average salary by contribution assumption: employee only about $74,286 at 4% or $49,524 at 6%; with 50% employer match about $49,524 at 4% or $33,016 at 6%; with 100% employer match about $37,143 at 4% or $24,762 at 6%.
20061102$3,022,558$279,458$2,740iApproximate average salary by contribution assumption: employee only about $68,495 at 4% or $45,663 at 6%; with 50% employer match about $45,663 at 4% or $30,442 at 6%; with 100% employer match about $34,247 at 4% or $22,832 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-102$3,022,558$279,458$2,740iApproximate average salary by contribution assumption: employee only about $68,495 at 4% or $45,663 at 6%; with 50% employer match about $45,663 at 4% or $30,442 at 6%; with 100% employer match about $34,247 at 4% or $22,832 at 6%.
20051118$2,647,630$281,921$2,389iApproximate average salary by contribution assumption: employee only about $59,729 at 4% or $39,819 at 6%; with 50% employer match about $39,819 at 4% or $26,546 at 6%; with 100% employer match about $29,865 at 4% or $19,910 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-118$2,647,630$281,921$2,389iApproximate average salary by contribution assumption: employee only about $59,729 at 4% or $39,819 at 6%; with 50% employer match about $39,819 at 4% or $26,546 at 6%; with 100% employer match about $29,865 at 4% or $19,910 at 6%.
20041146$2,240,203$285,685$1,957iApproximate average salary by contribution assumption: employee only about $48,919 at 4% or $32,612 at 6%; with 50% employer match about $32,612 at 4% or $21,742 at 6%; with 100% employer match about $24,459 at 4% or $16,306 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-146$2,240,203$285,685$1,957iApproximate average salary by contribution assumption: employee only about $48,919 at 4% or $32,612 at 6%; with 50% employer match about $32,612 at 4% or $21,742 at 6%; with 100% employer match about $24,459 at 4% or $16,306 at 6%.
20031147$1,846,206$341,548$2,323iApproximate average salary by contribution assumption: employee only about $58,086 at 4% or $38,724 at 6%; with 50% employer match about $38,724 at 4% or $25,816 at 6%; with 100% employer match about $29,043 at 4% or $19,362 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-147$1,846,206$341,548$2,323iApproximate average salary by contribution assumption: employee only about $58,086 at 4% or $38,724 at 6%; with 50% employer match about $38,724 at 4% or $25,816 at 6%; with 100% employer match about $29,043 at 4% or $19,362 at 6%.
20021134$1,226,292$288,677$2,154iApproximate average salary by contribution assumption: employee only about $53,858 at 4% or $35,905 at 6%; with 50% employer match about $35,905 at 4% or $23,937 at 6%; with 100% employer match about $26,929 at 4% or $17,953 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-134$1,226,292$288,677$2,154iApproximate average salary by contribution assumption: employee only about $53,858 at 4% or $35,905 at 6%; with 50% employer match about $35,905 at 4% or $23,937 at 6%; with 100% employer match about $26,929 at 4% or $17,953 at 6%.
20011116$1,294,661$236,585$2,040iApproximate average salary by contribution assumption: employee only about $50,988 at 4% or $33,992 at 6%; with 50% employer match about $33,992 at 4% or $22,661 at 6%; with 100% employer match about $25,494 at 4% or $16,996 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-116$1,294,661$236,585$2,040iApproximate average salary by contribution assumption: employee only about $50,988 at 4% or $33,992 at 6%; with 50% employer match about $33,992 at 4% or $22,661 at 6%; with 100% employer match about $25,494 at 4% or $16,996 at 6%.
20001137$1,218,608$228,206$1,666iApproximate average salary by contribution assumption: employee only about $41,643 at 4% or $27,762 at 6%; with 50% employer match about $27,762 at 4% or $18,508 at 6%; with 100% employer match about $20,822 at 4% or $13,881 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-137$1,218,608$228,206$1,666iApproximate average salary by contribution assumption: employee only about $41,643 at 4% or $27,762 at 6%; with 50% employer match about $27,762 at 4% or $18,508 at 6%; with 100% employer match about $20,822 at 4% or $13,881 at 6%.
19991113$1,020,425$184,627$1,634iApproximate average salary by contribution assumption: employee only about $40,847 at 4% or $27,231 at 6%; with 50% employer match about $27,231 at 4% or $18,154 at 6%; with 100% employer match about $20,423 at 4% or $13,616 at 6%.
The Jacobson Group Inc 401K Retirement Savings Plan-113$1,020,425$184,627$1,634iApproximate average salary by contribution assumption: employee only about $40,847 at 4% or $27,231 at 6%; with 50% employer match about $27,231 at 4% or $18,154 at 6%; with 100% employer match about $20,423 at 4% or $13,616 at 6%.