Jacobson Warehouse Company Inc.
Plan context: Jacobson Warehouse Company Employee Stock Ownership Plan and Trust
EIN 42-1399841 • 19 filings • 6 plans
Current Snapshot
Latest Year
2009
2009 Participants
6,950
2009 Assets
$45,161,782
2009 Contributions
$1,371,737
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 |
|---|---|---|---|---|---|
| 2009 | 2 | 6,950 | $0 | $0 | - |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 0 | - | - | - |
| Jacobson Companies Employee Benefit Plan | - | 6,950 | - | - | - |
| 2008 | 2 | 1,678 | $45,161,782 | $0 | - |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 170 | $45,161,782 | - | - |
| Jacobson Companies Employee Benefit Plan | - | 1,678 | - | - | - |
| 2007 | 2 | 1,521 | $55,712,921 | $0 | - |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 196 | $55,712,921 | - | - |
| Jacobson Companies Employee Benefit Plan | - | 1,521 | - | - | - |
| 2006 | 2 | 1,238 | $0 | $0 | - |
| Jacobson Companies Employee Benefit Plan | - | 1,238 | - | - | - |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 222 | - | - | - |
| 2005 | 2 | 1,319 | $35,446,941 | $0 | - |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 230 | $35,446,941 | - | - |
| Jacobson Companies Employee Benefit Plan | - | 1,319 | - | - | - |
| 2004 | 2 | 877 | $32,071,843 | $0 | - |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 270 | $32,071,843 | - | - |
| Jacobson Companies Employee Benefit Plan | - | 877 | - | - | - |
| 2003 | 2 | 812 | $28,360,853 | $1,371,737 | $1,689iApproximate average salary by contribution assumption: employee only about $42,233 at 4% or $28,156 at 6%; with 50% employer match about $28,156 at 4% or $18,770 at 6%; with 100% employer match about $21,117 at 4% or $14,078 at 6%. |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 345 | $28,360,853 | $1,371,737 | $3,976iApproximate average salary by contribution assumption: employee only about $99,401 at 4% or $66,267 at 6%; with 50% employer match about $66,267 at 4% or $44,178 at 6%; with 100% employer match about $49,701 at 4% or $33,134 at 6%. |
| Jacobson Companies Employee Benefit Plan | - | 812 | - | - | - |
| 2002 | 2 | 802 | $23,178,058 | $1,332,539 | $1,662iApproximate average salary by contribution assumption: employee only about $41,538 at 4% or $27,692 at 6%; with 50% employer match about $27,692 at 4% or $18,461 at 6%; with 100% employer match about $20,769 at 4% or $13,846 at 6%. |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 358 | $23,178,058 | $1,332,539 | $3,722iApproximate average salary by contribution assumption: employee only about $93,054 at 4% or $62,036 at 6%; with 50% employer match about $62,036 at 4% or $41,358 at 6%; with 100% employer match about $46,527 at 4% or $31,018 at 6%. |
| Jacobson Companies Employee Benefit Plan | - | 802 | - | - | - |
| 2001 | 1 | 189 | $21,589,664 | $815,125 | $4,313iApproximate average salary by contribution assumption: employee only about $107,821 at 4% or $71,881 at 6%; with 50% employer match about $71,881 at 4% or $47,920 at 6%; with 100% employer match about $53,910 at 4% or $35,940 at 6%. |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 189 | $21,589,664 | $815,125 | $4,313iApproximate average salary by contribution assumption: employee only about $107,821 at 4% or $71,881 at 6%; with 50% employer match about $71,881 at 4% or $47,920 at 6%; with 100% employer match about $53,910 at 4% or $35,940 at 6%. |
| 2000 | 1 | 163 | $0 | $0 | - |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 163 | - | - | - |
| 1999 | 1 | 155 | $17,477,774 | $693,196 | $4,472iApproximate average salary by contribution assumption: employee only about $111,806 at 4% or $74,537 at 6%; with 50% employer match about $74,537 at 4% or $49,691 at 6%; with 100% employer match about $55,903 at 4% or $37,269 at 6%. |
| Jacobson Warehouse Company Employee Stock Ownership Plan and Trust | - | 155 | $17,477,774 | $693,196 | $4,472iApproximate average salary by contribution assumption: employee only about $111,806 at 4% or $74,537 at 6%; with 50% employer match about $74,537 at 4% or $49,691 at 6%; with 100% employer match about $55,903 at 4% or $37,269 at 6%. |