Civic Intelligence

Jacobson Brotman PC

Plan context: Jacobson Brotman PC 401(K) Plan

EIN 54-1345482 • Virginia Beach, VA • 23 filings • 2 plans

984 First Colonial Rd., Ste. 305Virginia Beach, VA 23454-3196
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,660,809

2024 Contributions

$385,495

Historical Graphs

Total Assets Over Time

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

$4,660,809$2,330,405$0200920172024YearValue
$4,660,809Latest year 2024

Participants Over Time

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

1260200920172024YearValue
12Latest 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
2024212$4,660,809$385,495$32,125iApproximate average salary by contribution assumption: employee only about $803,115 at 4% or $535,410 at 6%; with 50% employer match about $535,410 at 4% or $356,940 at 6%; with 100% employer match about $401,557 at 4% or $267,705 at 6%.
Jacobson Brotman PC 401(K) Plan-12$2,807,553$120,666$10,056iApproximate average salary by contribution assumption: employee only about $251,388 at 4% or $167,592 at 6%; with 50% employer match about $167,592 at 4% or $111,728 at 6%; with 100% employer match about $125,694 at 4% or $83,796 at 6%.
Jacobson Brotman PC Cash Balance Plan-10$1,853,256$264,829$26,483iApproximate average salary by contribution assumption: employee only about $662,073 at 4% or $441,382 at 6%; with 50% employer match about $441,382 at 4% or $294,254 at 6%; with 100% employer match about $331,036 at 4% or $220,691 at 6%.
2023211$3,804,390$364,954$33,178iApproximate average salary by contribution assumption: employee only about $829,441 at 4% or $552,961 at 6%; with 50% employer match about $552,961 at 4% or $368,640 at 6%; with 100% employer match about $414,720 at 4% or $276,480 at 6%.
Jacobson Brotman PC 401(K) Plan-11$2,301,888$115,002$10,455iApproximate average salary by contribution assumption: employee only about $261,368 at 4% or $174,245 at 6%; with 50% employer match about $174,245 at 4% or $116,164 at 6%; with 100% employer match about $130,684 at 4% or $87,123 at 6%.
Jacobson Brotman PC Cash Balance Plan-10$1,502,502$249,952$24,995iApproximate average salary by contribution assumption: employee only about $624,880 at 4% or $416,587 at 6%; with 50% employer match about $416,587 at 4% or $277,724 at 6%; with 100% employer match about $312,440 at 4% or $208,293 at 6%.
2022210$2,882,656$409,289$40,929iApproximate average salary by contribution assumption: employee only about $1,023,223 at 4% or $682,148 at 6%; with 50% employer match about $682,148 at 4% or $454,766 at 6%; with 100% employer match about $511,611 at 4% or $341,074 at 6%.
Jacobson Brotman PC 401(K) Plan-10$1,699,507$105,491$10,549iApproximate average salary by contribution assumption: employee only about $263,728 at 4% or $175,818 at 6%; with 50% employer match about $175,818 at 4% or $117,212 at 6%; with 100% employer match about $131,864 at 4% or $87,909 at 6%.
Jacobson Brotman PC Cash Balance Plan-10$1,183,149$303,798$30,380iApproximate average salary by contribution assumption: employee only about $759,495 at 4% or $506,330 at 6%; with 50% employer match about $506,330 at 4% or $337,553 at 6%; with 100% employer match about $379,748 at 4% or $253,165 at 6%.
2021210$2,962,138$305,728$30,573iApproximate average salary by contribution assumption: employee only about $764,320 at 4% or $509,547 at 6%; with 50% employer match about $509,547 at 4% or $339,698 at 6%; with 100% employer match about $382,160 at 4% or $254,773 at 6%.
Jacobson Brotman PC 401(K) Plan-10$2,029,505$85,872$8,587iApproximate average salary by contribution assumption: employee only about $214,680 at 4% or $143,120 at 6%; with 50% employer match about $143,120 at 4% or $95,413 at 6%; with 100% employer match about $107,340 at 4% or $71,560 at 6%.
Jacobson Brotman PC Cash Balance Plan-10$932,633$219,856$21,986iApproximate average salary by contribution assumption: employee only about $549,640 at 4% or $366,427 at 6%; with 50% employer match about $366,427 at 4% or $244,284 at 6%; with 100% employer match about $274,820 at 4% or $183,213 at 6%.
202028$2,300,474$306,085$38,261iApproximate average salary by contribution assumption: employee only about $956,516 at 4% or $637,677 at 6%; with 50% employer match about $637,677 at 4% or $425,118 at 6%; with 100% employer match about $478,258 at 4% or $318,839 at 6%.
Jacobson Brotman PC 401(K) Plan-8$1,619,138$91,525$11,441iApproximate average salary by contribution assumption: employee only about $286,016 at 4% or $190,677 at 6%; with 50% employer match about $190,677 at 4% or $127,118 at 6%; with 100% employer match about $143,008 at 4% or $95,339 at 6%.
Jacobson Brotman PC Cash Balance Plan-8$681,336$214,560$26,820iApproximate average salary by contribution assumption: employee only about $670,500 at 4% or $447,000 at 6%; with 50% employer match about $447,000 at 4% or $298,000 at 6%; with 100% employer match about $335,250 at 4% or $223,500 at 6%.
201929$1,761,015$304,660$33,851iApproximate average salary by contribution assumption: employee only about $846,278 at 4% or $564,185 at 6%; with 50% employer match about $564,185 at 4% or $376,123 at 6%; with 100% employer match about $423,139 at 4% or $282,093 at 6%.
Jacobson Brotman PC 401(K) Plan-9$1,332,292$93,736$10,415iApproximate average salary by contribution assumption: employee only about $260,378 at 4% or $173,585 at 6%; with 50% employer match about $173,585 at 4% or $115,723 at 6%; with 100% employer match about $130,189 at 4% or $86,793 at 6%.
Jacobson Brotman PC Cash Balance Plan-8$428,723$210,924$26,366iApproximate average salary by contribution assumption: employee only about $659,138 at 4% or $439,425 at 6%; with 50% employer match about $439,425 at 4% or $292,950 at 6%; with 100% employer match about $329,569 at 4% or $219,713 at 6%.
2018211$1,659,958$328,573$29,870iApproximate average salary by contribution assumption: employee only about $746,757 at 4% or $497,838 at 6%; with 50% employer match about $497,838 at 4% or $331,892 at 6%; with 100% employer match about $373,378 at 4% or $248,919 at 6%.
Jacobson Brotman PC 401(K) Plan-11$1,451,843$120,458$10,951iApproximate average salary by contribution assumption: employee only about $273,768 at 4% or $182,512 at 6%; with 50% employer match about $182,512 at 4% or $121,675 at 6%; with 100% employer match about $136,884 at 4% or $91,256 at 6%.
Jacobson Brotman PC Cash Balance Plan-9$208,115$208,115$23,124iApproximate average salary by contribution assumption: employee only about $578,097 at 4% or $385,398 at 6%; with 50% employer match about $385,398 at 4% or $256,932 at 6%; with 100% employer match about $289,049 at 4% or $192,699 at 6%.
2017111$1,376,900$162,731$14,794iApproximate average salary by contribution assumption: employee only about $369,843 at 4% or $246,562 at 6%; with 50% employer match about $246,562 at 4% or $164,375 at 6%; with 100% employer match about $184,922 at 4% or $123,281 at 6%.
Jacobson Brotman PC 401(K) Plan-11$1,376,900$162,731$14,794iApproximate average salary by contribution assumption: employee only about $369,843 at 4% or $246,562 at 6%; with 50% employer match about $246,562 at 4% or $164,375 at 6%; with 100% employer match about $184,922 at 4% or $123,281 at 6%.
2016110$1,105,127$136,970$13,697iApproximate average salary by contribution assumption: employee only about $342,425 at 4% or $228,283 at 6%; with 50% employer match about $228,283 at 4% or $152,189 at 6%; with 100% employer match about $171,213 at 4% or $114,142 at 6%.
Jacobson Brotman PC 401(K) Plan-10$1,105,127$136,970$13,697iApproximate average salary by contribution assumption: employee only about $342,425 at 4% or $228,283 at 6%; with 50% employer match about $228,283 at 4% or $152,189 at 6%; with 100% employer match about $171,213 at 4% or $114,142 at 6%.
2015110$936,011$131,145$13,115iApproximate average salary by contribution assumption: employee only about $327,863 at 4% or $218,575 at 6%; with 50% employer match about $218,575 at 4% or $145,717 at 6%; with 100% employer match about $163,931 at 4% or $109,288 at 6%.
Jacobson Brotman PC 401(K) Plan-10$936,011$131,145$13,115iApproximate average salary by contribution assumption: employee only about $327,863 at 4% or $218,575 at 6%; with 50% employer match about $218,575 at 4% or $145,717 at 6%; with 100% employer match about $163,931 at 4% or $109,288 at 6%.
2014111$806,585$132,186$12,017iApproximate average salary by contribution assumption: employee only about $300,423 at 4% or $200,282 at 6%; with 50% employer match about $200,282 at 4% or $133,521 at 6%; with 100% employer match about $150,211 at 4% or $100,141 at 6%.
Jacobson Brotman PC 401(K) Plan-11$806,585$132,186$12,017iApproximate average salary by contribution assumption: employee only about $300,423 at 4% or $200,282 at 6%; with 50% employer match about $200,282 at 4% or $133,521 at 6%; with 100% employer match about $150,211 at 4% or $100,141 at 6%.
201319$655,461$129,322$14,369iApproximate average salary by contribution assumption: employee only about $359,228 at 4% or $239,485 at 6%; with 50% employer match about $239,485 at 4% or $159,657 at 6%; with 100% employer match about $179,614 at 4% or $119,743 at 6%.
Jacobson Brotman PC 401(K) Plan-9$655,461$129,322$14,369iApproximate average salary by contribution assumption: employee only about $359,228 at 4% or $239,485 at 6%; with 50% employer match about $239,485 at 4% or $159,657 at 6%; with 100% employer match about $179,614 at 4% or $119,743 at 6%.
201219$490,658$128,895$14,322iApproximate average salary by contribution assumption: employee only about $358,042 at 4% or $238,694 at 6%; with 50% employer match about $238,694 at 4% or $159,130 at 6%; with 100% employer match about $179,021 at 4% or $119,347 at 6%.
Jacobson Brotman PC 401(K) Plan-9$490,658$128,895$14,322iApproximate average salary by contribution assumption: employee only about $358,042 at 4% or $238,694 at 6%; with 50% employer match about $238,694 at 4% or $159,130 at 6%; with 100% employer match about $179,021 at 4% or $119,347 at 6%.
2011110$347,696$124,396$12,440iApproximate average salary by contribution assumption: employee only about $310,990 at 4% or $207,327 at 6%; with 50% employer match about $207,327 at 4% or $138,218 at 6%; with 100% employer match about $155,495 at 4% or $103,663 at 6%.
Jacobson Brotman PC 401(K) Plan-10$347,696$124,396$12,440iApproximate average salary by contribution assumption: employee only about $310,990 at 4% or $207,327 at 6%; with 50% employer match about $207,327 at 4% or $138,218 at 6%; with 100% employer match about $155,495 at 4% or $103,663 at 6%.
201019$225,302$116,373$12,930iApproximate average salary by contribution assumption: employee only about $323,258 at 4% or $215,506 at 6%; with 50% employer match about $215,506 at 4% or $143,670 at 6%; with 100% employer match about $161,629 at 4% or $107,753 at 6%.
Jacobson Brotman PC 401(K) Plan-9$225,302$116,373$12,930iApproximate average salary by contribution assumption: employee only about $323,258 at 4% or $215,506 at 6%; with 50% employer match about $215,506 at 4% or $143,670 at 6%; with 100% employer match about $161,629 at 4% or $107,753 at 6%.
200919$103,923$103,931$11,548iApproximate average salary by contribution assumption: employee only about $288,697 at 4% or $192,465 at 6%; with 50% employer match about $192,465 at 4% or $128,310 at 6%; with 100% employer match about $144,349 at 4% or $96,232 at 6%.
Jacobson Brotman PC 401(K) Plan-9$103,923$103,931$11,548iApproximate average salary by contribution assumption: employee only about $288,697 at 4% or $192,465 at 6%; with 50% employer match about $192,465 at 4% or $128,310 at 6%; with 100% employer match about $144,349 at 4% or $96,232 at 6%.