Civic Intelligence

David S Jacobson Dds PLLC

Plan context: David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust

EIN 45-4522134 • Cape Elizabeth, ME • 13 filings • 2 plans

200 Town Common CircleCape Elizabeth, ME 04107
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,370,163

2024 Contributions

$83,887

Historical Graphs

Total Assets Over Time

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

$1,370,163$685,082$0201220182024YearValue
$1,370,163Latest year 2024

Participants Over Time

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

1790201220182024YearValue
17Latest year 2024

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
2024117$1,370,163$83,887$4,935iApproximate average salary by contribution assumption: employee only about $123,363 at 4% or $82,242 at 6%; with 50% employer match about $82,242 at 4% or $54,828 at 6%; with 100% employer match about $61,682 at 4% or $41,121 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-17$1,370,163$83,887$4,935iApproximate average salary by contribution assumption: employee only about $123,363 at 4% or $82,242 at 6%; with 50% employer match about $82,242 at 4% or $54,828 at 6%; with 100% employer match about $61,682 at 4% or $41,121 at 6%.
2023115$1,136,379$89,316$5,954iApproximate average salary by contribution assumption: employee only about $148,860 at 4% or $99,240 at 6%; with 50% employer match about $99,240 at 4% or $66,160 at 6%; with 100% employer match about $74,430 at 4% or $49,620 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-15$1,136,379$89,316$5,954iApproximate average salary by contribution assumption: employee only about $148,860 at 4% or $99,240 at 6%; with 50% employer match about $99,240 at 4% or $66,160 at 6%; with 100% employer match about $74,430 at 4% or $49,620 at 6%.
2022113$900,320$81,097$6,238iApproximate average salary by contribution assumption: employee only about $155,956 at 4% or $103,971 at 6%; with 50% employer match about $103,971 at 4% or $69,314 at 6%; with 100% employer match about $77,978 at 4% or $51,985 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-13$900,320$81,097$6,238iApproximate average salary by contribution assumption: employee only about $155,956 at 4% or $103,971 at 6%; with 50% employer match about $103,971 at 4% or $69,314 at 6%; with 100% employer match about $77,978 at 4% or $51,985 at 6%.
2021111$950,477$114,519$10,411iApproximate average salary by contribution assumption: employee only about $260,270 at 4% or $173,514 at 6%; with 50% employer match about $173,514 at 4% or $115,676 at 6%; with 100% employer match about $130,135 at 4% or $86,757 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-11$950,477$114,519$10,411iApproximate average salary by contribution assumption: employee only about $260,270 at 4% or $173,514 at 6%; with 50% employer match about $173,514 at 4% or $115,676 at 6%; with 100% employer match about $130,135 at 4% or $86,757 at 6%.
2020111$721,950$90,038$8,185iApproximate average salary by contribution assumption: employee only about $204,632 at 4% or $136,421 at 6%; with 50% employer match about $136,421 at 4% or $90,947 at 6%; with 100% employer match about $102,316 at 4% or $68,211 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-11$721,950$90,038$8,185iApproximate average salary by contribution assumption: employee only about $204,632 at 4% or $136,421 at 6%; with 50% employer match about $136,421 at 4% or $90,947 at 6%; with 100% employer match about $102,316 at 4% or $68,211 at 6%.
2019111$572,553$83,884$7,626iApproximate average salary by contribution assumption: employee only about $190,645 at 4% or $127,097 at 6%; with 50% employer match about $127,097 at 4% or $84,731 at 6%; with 100% employer match about $95,323 at 4% or $63,548 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-11$572,553$83,884$7,626iApproximate average salary by contribution assumption: employee only about $190,645 at 4% or $127,097 at 6%; with 50% employer match about $127,097 at 4% or $84,731 at 6%; with 100% employer match about $95,323 at 4% or $63,548 at 6%.
2018110$407,568$93,668$9,367iApproximate average salary by contribution assumption: employee only about $234,170 at 4% or $156,113 at 6%; with 50% employer match about $156,113 at 4% or $104,076 at 6%; with 100% employer match about $117,085 at 4% or $78,057 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-10$407,568$93,668$9,367iApproximate average salary by contribution assumption: employee only about $234,170 at 4% or $156,113 at 6%; with 50% employer match about $156,113 at 4% or $104,076 at 6%; with 100% employer match about $117,085 at 4% or $78,057 at 6%.
201718$377,654$81,626$10,203iApproximate average salary by contribution assumption: employee only about $255,081 at 4% or $170,054 at 6%; with 50% employer match about $170,054 at 4% or $113,369 at 6%; with 100% employer match about $127,541 at 4% or $85,027 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-8$377,654$81,626$10,203iApproximate average salary by contribution assumption: employee only about $255,081 at 4% or $170,054 at 6%; with 50% employer match about $170,054 at 4% or $113,369 at 6%; with 100% employer match about $127,541 at 4% or $85,027 at 6%.
201618$263,512$128,070$16,009iApproximate average salary by contribution assumption: employee only about $400,219 at 4% or $266,813 at 6%; with 50% employer match about $266,813 at 4% or $177,875 at 6%; with 100% employer match about $200,109 at 4% or $133,406 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-8$263,512$128,070$16,009iApproximate average salary by contribution assumption: employee only about $400,219 at 4% or $266,813 at 6%; with 50% employer match about $266,813 at 4% or $177,875 at 6%; with 100% employer match about $200,109 at 4% or $133,406 at 6%.
201517$133,261$58,227$8,318iApproximate average salary by contribution assumption: employee only about $207,954 at 4% or $138,636 at 6%; with 50% employer match about $138,636 at 4% or $92,424 at 6%; with 100% employer match about $103,977 at 4% or $69,318 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-7$133,261$58,227$8,318iApproximate average salary by contribution assumption: employee only about $207,954 at 4% or $138,636 at 6%; with 50% employer match about $138,636 at 4% or $92,424 at 6%; with 100% employer match about $103,977 at 4% or $69,318 at 6%.
201414$75,964$35,150$8,788iApproximate average salary by contribution assumption: employee only about $219,688 at 4% or $146,458 at 6%; with 50% employer match about $146,458 at 4% or $97,639 at 6%; with 100% employer match about $109,844 at 4% or $73,229 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-4$75,964$35,150$8,788iApproximate average salary by contribution assumption: employee only about $219,688 at 4% or $146,458 at 6%; with 50% employer match about $146,458 at 4% or $97,639 at 6%; with 100% employer match about $109,844 at 4% or $73,229 at 6%.
201315$44,550$38,016$7,603iApproximate average salary by contribution assumption: employee only about $190,080 at 4% or $126,720 at 6%; with 50% employer match about $126,720 at 4% or $84,480 at 6%; with 100% employer match about $95,040 at 4% or $63,360 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-5$44,550$38,016$7,603iApproximate average salary by contribution assumption: employee only about $190,080 at 4% or $126,720 at 6%; with 50% employer match about $126,720 at 4% or $84,480 at 6%; with 100% employer match about $95,040 at 4% or $63,360 at 6%.
201215$5,371$5,351$1,070iApproximate average salary by contribution assumption: employee only about $26,755 at 4% or $17,837 at 6%; with 50% employer match about $17,837 at 4% or $11,891 at 6%; with 100% employer match about $13,378 at 4% or $8,918 at 6%.
David S Jacobson Dds PLLC 401 K Profit Sharing Plan Trust-5$5,371$5,351$1,070iApproximate average salary by contribution assumption: employee only about $26,755 at 4% or $17,837 at 6%; with 50% employer match about $17,837 at 4% or $11,891 at 6%; with 100% employer match about $13,378 at 4% or $8,918 at 6%.