Civic Intelligence

Jacobson & Wright, P.A.

Plan context: Jacobson & Wright, P.A. Profit Sharing Plan and Trust

EIN 54-2110317 • Jacksonville, FL • 18 filings • 3 plans

1616 Jork RoadSuite 201Jacksonville, FL 32207
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,785,012

2023 Contributions

$52,500

Historical Graphs

Total Assets Over Time

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

$2,122,049$1,061,025$0200620152023YearValue
$1,785,012Latest year 2023

Participants Over Time

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

740200620152023YearValue
2Latest year 2023

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
202312$1,785,012$52,500$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-2$1,785,012$52,500$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
202212$1,766,538$43,750$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-2$1,766,538$43,750$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
202113$1,812,187$0-
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-3$1,812,187--
202016$2,122,049$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-6$2,122,049$125,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
201916$2,020,522$137,800$22,967iApproximate average salary by contribution assumption: employee only about $574,167 at 4% or $382,778 at 6%; with 50% employer match about $382,778 at 4% or $255,185 at 6%; with 100% employer match about $287,083 at 4% or $191,389 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-6$2,020,522$137,800$22,967iApproximate average salary by contribution assumption: employee only about $574,167 at 4% or $382,778 at 6%; with 50% employer match about $382,778 at 4% or $255,185 at 6%; with 100% employer match about $287,083 at 4% or $191,389 at 6%.
201816$1,930,497$98,003$16,334iApproximate average salary by contribution assumption: employee only about $408,346 at 4% or $272,231 at 6%; with 50% employer match about $272,231 at 4% or $181,487 at 6%; with 100% employer match about $204,173 at 4% or $136,115 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-6$1,930,497$98,003$16,334iApproximate average salary by contribution assumption: employee only about $408,346 at 4% or $272,231 at 6%; with 50% employer match about $272,231 at 4% or $181,487 at 6%; with 100% employer match about $204,173 at 4% or $136,115 at 6%.
201717$1,899,490$85,878$12,268iApproximate average salary by contribution assumption: employee only about $306,707 at 4% or $204,471 at 6%; with 50% employer match about $204,471 at 4% or $136,314 at 6%; with 100% employer match about $153,354 at 4% or $102,236 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-7$1,899,490$85,878$12,268iApproximate average salary by contribution assumption: employee only about $306,707 at 4% or $204,471 at 6%; with 50% employer match about $204,471 at 4% or $136,314 at 6%; with 100% employer match about $153,354 at 4% or $102,236 at 6%.
201617$1,875,365$79,780$11,397iApproximate average salary by contribution assumption: employee only about $284,929 at 4% or $189,952 at 6%; with 50% employer match about $189,952 at 4% or $126,635 at 6%; with 100% employer match about $142,464 at 4% or $94,976 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-7$1,875,365$79,780$11,397iApproximate average salary by contribution assumption: employee only about $284,929 at 4% or $189,952 at 6%; with 50% employer match about $189,952 at 4% or $126,635 at 6%; with 100% employer match about $142,464 at 4% or $94,976 at 6%.
201517$1,860,419$124,446$17,778iApproximate average salary by contribution assumption: employee only about $444,450 at 4% or $296,300 at 6%; with 50% employer match about $296,300 at 4% or $197,533 at 6%; with 100% employer match about $222,225 at 4% or $148,150 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-7$1,860,419$124,446$17,778iApproximate average salary by contribution assumption: employee only about $444,450 at 4% or $296,300 at 6%; with 50% employer match about $296,300 at 4% or $197,533 at 6%; with 100% employer match about $222,225 at 4% or $148,150 at 6%.
201417$1,805,757$88,850$12,693iApproximate average salary by contribution assumption: employee only about $317,321 at 4% or $211,548 at 6%; with 50% employer match about $211,548 at 4% or $141,032 at 6%; with 100% employer match about $158,661 at 4% or $105,774 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-7$1,805,757$88,850$12,693iApproximate average salary by contribution assumption: employee only about $317,321 at 4% or $211,548 at 6%; with 50% employer match about $211,548 at 4% or $141,032 at 6%; with 100% employer match about $158,661 at 4% or $105,774 at 6%.
201316$1,846,432$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-6$1,846,432$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
201215$1,767,337$76,750$15,350iApproximate average salary by contribution assumption: employee only about $383,750 at 4% or $255,833 at 6%; with 50% employer match about $255,833 at 4% or $170,556 at 6%; with 100% employer match about $191,875 at 4% or $127,917 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-5$1,767,337$76,750$15,350iApproximate average salary by contribution assumption: employee only about $383,750 at 4% or $255,833 at 6%; with 50% employer match about $255,833 at 4% or $170,556 at 6%; with 100% employer match about $191,875 at 4% or $127,917 at 6%.
201116$1,796,704$110,002$18,334iApproximate average salary by contribution assumption: employee only about $458,342 at 4% or $305,561 at 6%; with 50% employer match about $305,561 at 4% or $203,707 at 6%; with 100% employer match about $229,171 at 4% or $152,781 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-6$1,796,704$110,002$18,334iApproximate average salary by contribution assumption: employee only about $458,342 at 4% or $305,561 at 6%; with 50% employer match about $305,561 at 4% or $203,707 at 6%; with 100% employer match about $229,171 at 4% or $152,781 at 6%.
201016$1,736,996$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-6$1,736,996$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200916$1,704,716$72,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-6$1,704,716$72,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200814$1,613,281$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-4$1,613,281$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
200714$1,555,304$76,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-4$1,555,304$76,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
200614$1,499,293$61,498$15,375iApproximate average salary by contribution assumption: employee only about $384,363 at 4% or $256,242 at 6%; with 50% employer match about $256,242 at 4% or $170,828 at 6%; with 100% employer match about $192,181 at 4% or $128,121 at 6%.
Jacobson & Wright, P.A. Profit Sharing Plan and Trust-4$1,499,293$61,498$15,375iApproximate average salary by contribution assumption: employee only about $384,363 at 4% or $256,242 at 6%; with 50% employer match about $256,242 at 4% or $170,828 at 6%; with 100% employer match about $192,181 at 4% or $128,121 at 6%.