Civic Intelligence

Jackel & Phillips, P.C.

Plan context: Dana L. Jackel PC 401K Plan

EIN 57-1184457 • Marietta, GA • 11 filings • 2 plans

707 Whitlock Avenue, Suite H-8Marietta, GA 30064-3098
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$535,144

2013 Contributions

$19,888

Historical Graphs

Total Assets Over Time

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

$535,144$267,572$0200320082012YearValue
$535,144Latest year 2012

Participants Over Time

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

320200320082012YearValue
3Latest year 2012

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
201310$0$19,888-
Dana L. Jackel PC 401K Plan-0$0$19,888-
201213$535,144$20,968$6,989iApproximate average salary by contribution assumption: employee only about $174,733 at 4% or $116,489 at 6%; with 50% employer match about $116,489 at 4% or $77,659 at 6%; with 100% employer match about $87,367 at 4% or $58,244 at 6%.
Dana L. Jackel PC 401K Plan-3$535,144$20,968$6,989iApproximate average salary by contribution assumption: employee only about $174,733 at 4% or $116,489 at 6%; with 50% employer match about $116,489 at 4% or $77,659 at 6%; with 100% employer match about $87,367 at 4% or $58,244 at 6%.
201113$484,213$20,788$6,929iApproximate average salary by contribution assumption: employee only about $173,233 at 4% or $115,489 at 6%; with 50% employer match about $115,489 at 4% or $76,993 at 6%; with 100% employer match about $86,617 at 4% or $57,744 at 6%.
Dana L. Jackel PC 401K Plan-3$484,213$20,788$6,929iApproximate average salary by contribution assumption: employee only about $173,233 at 4% or $115,489 at 6%; with 50% employer match about $115,489 at 4% or $76,993 at 6%; with 100% employer match about $86,617 at 4% or $57,744 at 6%.
201013$441,725$21,148$7,049iApproximate average salary by contribution assumption: employee only about $176,233 at 4% or $117,489 at 6%; with 50% employer match about $117,489 at 4% or $78,326 at 6%; with 100% employer match about $88,117 at 4% or $58,744 at 6%.
Dana L. Jackel PC 401K Plan-3$441,725$21,148$7,049iApproximate average salary by contribution assumption: employee only about $176,233 at 4% or $117,489 at 6%; with 50% employer match about $117,489 at 4% or $78,326 at 6%; with 100% employer match about $88,117 at 4% or $58,744 at 6%.
200913$393,855$22,511$7,504iApproximate average salary by contribution assumption: employee only about $187,592 at 4% or $125,061 at 6%; with 50% employer match about $125,061 at 4% or $83,374 at 6%; with 100% employer match about $93,796 at 4% or $62,531 at 6%.
Dana L. Jackel PC 401K Plan-3$393,855$22,511$7,504iApproximate average salary by contribution assumption: employee only about $187,592 at 4% or $125,061 at 6%; with 50% employer match about $125,061 at 4% or $83,374 at 6%; with 100% employer match about $93,796 at 4% or $62,531 at 6%.
200813$328,201$21,918$7,306iApproximate average salary by contribution assumption: employee only about $182,650 at 4% or $121,767 at 6%; with 50% employer match about $121,767 at 4% or $81,178 at 6%; with 100% employer match about $91,325 at 4% or $60,883 at 6%.
Dana L. Jackel PC 401K Plan-3$328,201$21,918$7,306iApproximate average salary by contribution assumption: employee only about $182,650 at 4% or $121,767 at 6%; with 50% employer match about $121,767 at 4% or $81,178 at 6%; with 100% employer match about $91,325 at 4% or $60,883 at 6%.
200713$0$0-
Dana L. Jackel PC 401K Plan-3---
200613$308,850$19,978$6,659iApproximate average salary by contribution assumption: employee only about $166,483 at 4% or $110,989 at 6%; with 50% employer match about $110,989 at 4% or $73,993 at 6%; with 100% employer match about $83,242 at 4% or $55,494 at 6%.
Dana L. Jackel PC 401K Plan-3$308,850$19,978$6,659iApproximate average salary by contribution assumption: employee only about $166,483 at 4% or $110,989 at 6%; with 50% employer match about $110,989 at 4% or $73,993 at 6%; with 100% employer match about $83,242 at 4% or $55,494 at 6%.
200513$266,655$20,144$6,715iApproximate average salary by contribution assumption: employee only about $167,867 at 4% or $111,911 at 6%; with 50% employer match about $111,911 at 4% or $74,607 at 6%; with 100% employer match about $83,933 at 4% or $55,956 at 6%.
Dana L. Jackel PC 401K Plan-3$266,655$20,144$6,715iApproximate average salary by contribution assumption: employee only about $167,867 at 4% or $111,911 at 6%; with 50% employer match about $111,911 at 4% or $74,607 at 6%; with 100% employer match about $83,933 at 4% or $55,956 at 6%.
200413$232,692$21,703$7,234iApproximate average salary by contribution assumption: employee only about $180,858 at 4% or $120,572 at 6%; with 50% employer match about $120,572 at 4% or $80,381 at 6%; with 100% employer match about $90,429 at 4% or $60,286 at 6%.
Dana L. Jackel PC 401K Plan-3$232,692$21,703$7,234iApproximate average salary by contribution assumption: employee only about $180,858 at 4% or $120,572 at 6%; with 50% employer match about $120,572 at 4% or $80,381 at 6%; with 100% employer match about $90,429 at 4% or $60,286 at 6%.
200313$199,472$193,267$64,422iApproximate average salary by contribution assumption: employee only about $1,610,558 at 4% or $1,073,706 at 6%; with 50% employer match about $1,073,706 at 4% or $715,804 at 6%; with 100% employer match about $805,279 at 4% or $536,853 at 6%.
Dana L. Jackel PC 401K Plan-3$199,472$193,267$64,422iApproximate average salary by contribution assumption: employee only about $1,610,558 at 4% or $1,073,706 at 6%; with 50% employer match about $1,073,706 at 4% or $715,804 at 6%; with 100% employer match about $805,279 at 4% or $536,853 at 6%.