Civic Intelligence

H. NEIL JACOBSON, MD, PA

Plan context: H Neil Jacobson MD Employee Pension Plan and Trust

EIN 72-0911889 • Dallas, TX • 18 filings • 5 plans

2 Saint Laurent PlaceDallas, TX 75225
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$2,660,321

2020 Contributions

$338,712

Historical Graphs

Total Assets Over Time

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

$2,660,321$1,330,161$0199920152020YearValue
$2,660,321Latest year 2020

Participants Over Time

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

840199920142020YearValue
4Latest year 2020

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
202014$2,660,321$338,712$84,678iApproximate average salary by contribution assumption: employee only about $2,116,950 at 4% or $1,411,300 at 6%; with 50% employer match about $1,411,300 at 4% or $940,867 at 6%; with 100% employer match about $1,058,475 at 4% or $705,650 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-4$2,660,321$338,712$84,678iApproximate average salary by contribution assumption: employee only about $2,116,950 at 4% or $1,411,300 at 6%; with 50% employer match about $1,411,300 at 4% or $940,867 at 6%; with 100% employer match about $1,058,475 at 4% or $705,650 at 6%.
201913$2,221,887$350,000$116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-3$2,221,887$350,000$116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%.
201813$1,717,296$350,000$116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-3$1,717,296$350,000$116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%.
201712$1,495,754$366,000$183,000iApproximate average salary by contribution assumption: employee only about $4,575,000 at 4% or $3,050,000 at 6%; with 50% employer match about $3,050,000 at 4% or $2,033,333 at 6%; with 100% employer match about $2,287,500 at 4% or $1,525,000 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-2$1,495,754$366,000$183,000iApproximate average salary by contribution assumption: employee only about $4,575,000 at 4% or $3,050,000 at 6%; with 50% employer match about $3,050,000 at 4% or $2,033,333 at 6%; with 100% employer match about $2,287,500 at 4% or $1,525,000 at 6%.
201613$1,045,114$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-3$1,045,114$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
201513$744,861$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-3$744,861$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
201413$498,037$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-3$498,037$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
201313$240,102$126,559$42,186iApproximate average salary by contribution assumption: employee only about $1,054,658 at 4% or $703,106 at 6%; with 50% employer match about $703,106 at 4% or $468,737 at 6%; with 100% employer match about $527,329 at 4% or $351,553 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-3$240,102$126,559$42,186iApproximate average salary by contribution assumption: employee only about $1,054,658 at 4% or $703,106 at 6%; with 50% employer match about $703,106 at 4% or $468,737 at 6%; with 100% employer match about $527,329 at 4% or $351,553 at 6%.
201213$119,319$117,634$39,211iApproximate average salary by contribution assumption: employee only about $980,283 at 4% or $653,522 at 6%; with 50% employer match about $653,522 at 4% or $435,681 at 6%; with 100% employer match about $490,142 at 4% or $326,761 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-3$119,319$117,634$39,211iApproximate average salary by contribution assumption: employee only about $980,283 at 4% or $653,522 at 6%; with 50% employer match about $653,522 at 4% or $435,681 at 6%; with 100% employer match about $490,142 at 4% or $326,761 at 6%.
200231$0$0-
H Neil Jacobson MD Employee Pension Plan and Trust-0---
H Neil Jacobson MD Employee Pension Plan and Trust-0---
H. Neil Jacobson, MD, Employee Retirement Plan and Trust-1---
200121$0$0-
H. Neil Jacobson, MD, Employee Retirement Plan and Trust-1---
H Neil Jacobson MD Employee Pension Plan and Trust-1---
200028$913,535$25,000$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
H. Neil Jacobson, MD, Employee Retirement Plan and Trust-1$749,225$13,800$13,800iApproximate average salary by contribution assumption: employee only about $345,000 at 4% or $230,000 at 6%; with 50% employer match about $230,000 at 4% or $153,333 at 6%; with 100% employer match about $172,500 at 4% or $115,000 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-8$164,310$11,200$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
199921$959,049$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
H. Neil Jacobson, MD, Employee Retirement Plan and Trust-1$751,203$18,800$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
H Neil Jacobson MD Employee Pension Plan and Trust-1$207,846$11,200$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.