Civic Intelligence

Shimek Jacobs & Finklea

Plan context: Shimek Jacobs & Finklea Employees 401K Plan

EIN 75-1305997 • Dallas, TX • 26 filings • 6 plans

11910 Greenville Ave Suite 600Dallas, TX 75243
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$4,418,729

2024 Contributions

$417,058

Historical Graphs

Total Assets Over Time

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

$7,327,973$3,663,987$0199920132024YearValue
$4,418,729Latest year 2024

Participants Over Time

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

29150199920122024YearValue
29Latest 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
2024129$4,418,729$417,058$14,381iApproximate average salary by contribution assumption: employee only about $359,533 at 4% or $239,689 at 6%; with 50% employer match about $239,689 at 4% or $159,792 at 6%; with 100% employer match about $179,766 at 4% or $119,844 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-29$4,418,729$417,058$14,381iApproximate average salary by contribution assumption: employee only about $359,533 at 4% or $239,689 at 6%; with 50% employer match about $239,689 at 4% or $159,792 at 6%; with 100% employer match about $179,766 at 4% or $119,844 at 6%.
2023126$6,711,109$467,773$17,991iApproximate average salary by contribution assumption: employee only about $449,782 at 4% or $299,854 at 6%; with 50% employer match about $299,854 at 4% or $199,903 at 6%; with 100% employer match about $224,891 at 4% or $149,927 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-26$6,711,109$467,773$17,991iApproximate average salary by contribution assumption: employee only about $449,782 at 4% or $299,854 at 6%; with 50% employer match about $299,854 at 4% or $199,903 at 6%; with 100% employer match about $224,891 at 4% or $149,927 at 6%.
2022126$5,727,247$342,540$13,175iApproximate average salary by contribution assumption: employee only about $329,365 at 4% or $219,577 at 6%; with 50% employer match about $219,577 at 4% or $146,385 at 6%; with 100% employer match about $164,683 at 4% or $109,788 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-26$5,727,247$342,540$13,175iApproximate average salary by contribution assumption: employee only about $329,365 at 4% or $219,577 at 6%; with 50% employer match about $219,577 at 4% or $146,385 at 6%; with 100% employer match about $164,683 at 4% or $109,788 at 6%.
2021127$7,327,973$325,215$12,045iApproximate average salary by contribution assumption: employee only about $301,125 at 4% or $200,750 at 6%; with 50% employer match about $200,750 at 4% or $133,833 at 6%; with 100% employer match about $150,563 at 4% or $100,375 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-27$7,327,973$325,215$12,045iApproximate average salary by contribution assumption: employee only about $301,125 at 4% or $200,750 at 6%; with 50% employer match about $200,750 at 4% or $133,833 at 6%; with 100% employer match about $150,563 at 4% or $100,375 at 6%.
2020124$6,374,668$260,061$10,836iApproximate average salary by contribution assumption: employee only about $270,897 at 4% or $180,598 at 6%; with 50% employer match about $180,598 at 4% or $120,399 at 6%; with 100% employer match about $135,448 at 4% or $90,299 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-24$6,374,668$260,061$10,836iApproximate average salary by contribution assumption: employee only about $270,897 at 4% or $180,598 at 6%; with 50% employer match about $180,598 at 4% or $120,399 at 6%; with 100% employer match about $135,448 at 4% or $90,299 at 6%.
2019124$5,277,844$172,575$7,191iApproximate average salary by contribution assumption: employee only about $179,766 at 4% or $119,844 at 6%; with 50% employer match about $119,844 at 4% or $79,896 at 6%; with 100% employer match about $89,883 at 4% or $59,922 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-24$5,277,844$172,575$7,191iApproximate average salary by contribution assumption: employee only about $179,766 at 4% or $119,844 at 6%; with 50% employer match about $119,844 at 4% or $79,896 at 6%; with 100% employer match about $89,883 at 4% or $59,922 at 6%.
2018127$4,317,063$341,206$12,637iApproximate average salary by contribution assumption: employee only about $315,931 at 4% or $210,621 at 6%; with 50% employer match about $210,621 at 4% or $140,414 at 6%; with 100% employer match about $157,966 at 4% or $105,310 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-27$4,317,063$341,206$12,637iApproximate average salary by contribution assumption: employee only about $315,931 at 4% or $210,621 at 6%; with 50% employer match about $210,621 at 4% or $140,414 at 6%; with 100% employer match about $157,966 at 4% or $105,310 at 6%.
2017124$4,204,179$299,377$12,474iApproximate average salary by contribution assumption: employee only about $311,851 at 4% or $207,901 at 6%; with 50% employer match about $207,901 at 4% or $138,600 at 6%; with 100% employer match about $155,926 at 4% or $103,950 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-24$4,204,179$299,377$12,474iApproximate average salary by contribution assumption: employee only about $311,851 at 4% or $207,901 at 6%; with 50% employer match about $207,901 at 4% or $138,600 at 6%; with 100% employer match about $155,926 at 4% or $103,950 at 6%.
2016123$3,366,279$228,048$9,915iApproximate average salary by contribution assumption: employee only about $247,878 at 4% or $165,252 at 6%; with 50% employer match about $165,252 at 4% or $110,168 at 6%; with 100% employer match about $123,939 at 4% or $82,626 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-23$3,366,279$228,048$9,915iApproximate average salary by contribution assumption: employee only about $247,878 at 4% or $165,252 at 6%; with 50% employer match about $165,252 at 4% or $110,168 at 6%; with 100% employer match about $123,939 at 4% or $82,626 at 6%.
2015120$3,062,109$180,926$9,046iApproximate average salary by contribution assumption: employee only about $226,157 at 4% or $150,772 at 6%; with 50% employer match about $150,772 at 4% or $100,514 at 6%; with 100% employer match about $113,079 at 4% or $75,386 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-20$3,062,109$180,926$9,046iApproximate average salary by contribution assumption: employee only about $226,157 at 4% or $150,772 at 6%; with 50% employer match about $150,772 at 4% or $100,514 at 6%; with 100% employer match about $113,079 at 4% or $75,386 at 6%.
2014123$3,391,817$248,028$10,784iApproximate average salary by contribution assumption: employee only about $269,596 at 4% or $179,730 at 6%; with 50% employer match about $179,730 at 4% or $119,820 at 6%; with 100% employer match about $134,798 at 4% or $89,865 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-23$3,391,817$248,028$10,784iApproximate average salary by contribution assumption: employee only about $269,596 at 4% or $179,730 at 6%; with 50% employer match about $179,730 at 4% or $119,820 at 6%; with 100% employer match about $134,798 at 4% or $89,865 at 6%.
2013122$3,508,703$253,344$11,516iApproximate average salary by contribution assumption: employee only about $287,891 at 4% or $191,927 at 6%; with 50% employer match about $191,927 at 4% or $127,952 at 6%; with 100% employer match about $143,945 at 4% or $95,964 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-22$3,508,703$253,344$11,516iApproximate average salary by contribution assumption: employee only about $287,891 at 4% or $191,927 at 6%; with 50% employer match about $191,927 at 4% or $127,952 at 6%; with 100% employer match about $143,945 at 4% or $95,964 at 6%.
2012119$2,959,267$159,578$8,399iApproximate average salary by contribution assumption: employee only about $209,971 at 4% or $139,981 at 6%; with 50% employer match about $139,981 at 4% or $93,320 at 6%; with 100% employer match about $104,986 at 4% or $69,990 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-19$2,959,267$159,578$8,399iApproximate average salary by contribution assumption: employee only about $209,971 at 4% or $139,981 at 6%; with 50% employer match about $139,981 at 4% or $93,320 at 6%; with 100% employer match about $104,986 at 4% or $69,990 at 6%.
2011119$3,309,339$240,161$12,640iApproximate average salary by contribution assumption: employee only about $316,001 at 4% or $210,668 at 6%; with 50% employer match about $210,668 at 4% or $140,445 at 6%; with 100% employer match about $158,001 at 4% or $105,334 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-19$3,309,339$240,161$12,640iApproximate average salary by contribution assumption: employee only about $316,001 at 4% or $210,668 at 6%; with 50% employer match about $210,668 at 4% or $140,445 at 6%; with 100% employer match about $158,001 at 4% or $105,334 at 6%.
2010120$3,142,592$250,001$12,500iApproximate average salary by contribution assumption: employee only about $312,501 at 4% or $208,334 at 6%; with 50% employer match about $208,334 at 4% or $138,889 at 6%; with 100% employer match about $156,251 at 4% or $104,167 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-20$3,142,592$250,001$12,500iApproximate average salary by contribution assumption: employee only about $312,501 at 4% or $208,334 at 6%; with 50% employer match about $208,334 at 4% or $138,889 at 6%; with 100% employer match about $156,251 at 4% or $104,167 at 6%.
2009122$3,473,066$308,730$14,033iApproximate average salary by contribution assumption: employee only about $350,830 at 4% or $233,886 at 6%; with 50% employer match about $233,886 at 4% or $155,924 at 6%; with 100% employer match about $175,415 at 4% or $116,943 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-22$3,473,066$308,730$14,033iApproximate average salary by contribution assumption: employee only about $350,830 at 4% or $233,886 at 6%; with 50% employer match about $233,886 at 4% or $155,924 at 6%; with 100% employer match about $175,415 at 4% or $116,943 at 6%.
2008126$2,848,459$400,078$15,388iApproximate average salary by contribution assumption: employee only about $384,690 at 4% or $256,460 at 6%; with 50% employer match about $256,460 at 4% or $170,974 at 6%; with 100% employer match about $192,345 at 4% or $128,230 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-26$2,848,459$400,078$15,388iApproximate average salary by contribution assumption: employee only about $384,690 at 4% or $256,460 at 6%; with 50% employer match about $256,460 at 4% or $170,974 at 6%; with 100% employer match about $192,345 at 4% or $128,230 at 6%.
2007126$3,442,296$369,093$14,196iApproximate average salary by contribution assumption: employee only about $354,897 at 4% or $236,598 at 6%; with 50% employer match about $236,598 at 4% or $157,732 at 6%; with 100% employer match about $177,449 at 4% or $118,299 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-26$3,442,296$369,093$14,196iApproximate average salary by contribution assumption: employee only about $354,897 at 4% or $236,598 at 6%; with 50% employer match about $236,598 at 4% or $157,732 at 6%; with 100% employer match about $177,449 at 4% or $118,299 at 6%.
2006125$2,785,318$298,987$11,959iApproximate average salary by contribution assumption: employee only about $298,987 at 4% or $199,325 at 6%; with 50% employer match about $199,325 at 4% or $132,883 at 6%; with 100% employer match about $149,494 at 4% or $99,662 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-25$2,785,318$298,987$11,959iApproximate average salary by contribution assumption: employee only about $298,987 at 4% or $199,325 at 6%; with 50% employer match about $199,325 at 4% or $132,883 at 6%; with 100% employer match about $149,494 at 4% or $99,662 at 6%.
2005123$2,523,314$242,377$10,538iApproximate average salary by contribution assumption: employee only about $263,453 at 4% or $175,636 at 6%; with 50% employer match about $175,636 at 4% or $117,090 at 6%; with 100% employer match about $131,727 at 4% or $87,818 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-23$2,523,314$242,377$10,538iApproximate average salary by contribution assumption: employee only about $263,453 at 4% or $175,636 at 6%; with 50% employer match about $175,636 at 4% or $117,090 at 6%; with 100% employer match about $131,727 at 4% or $87,818 at 6%.
2004124$2,323,983$95,832$3,993iApproximate average salary by contribution assumption: employee only about $99,825 at 4% or $66,550 at 6%; with 50% employer match about $66,550 at 4% or $44,367 at 6%; with 100% employer match about $49,913 at 4% or $33,275 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-24$2,323,983$95,832$3,993iApproximate average salary by contribution assumption: employee only about $99,825 at 4% or $66,550 at 6%; with 50% employer match about $66,550 at 4% or $44,367 at 6%; with 100% employer match about $49,913 at 4% or $33,275 at 6%.
2003129$0$0-
Shimek Jacobs & Finklea Employees 401K Plan-29---
2002126$0$0-
Shimek Jacobs & Finklea Employees 401K Plan-26---
2001125$0$0-
Shimek Jacobs & Finklea Employees 401K Plan-25---
2000125$1,897,012$151,499$6,060iApproximate average salary by contribution assumption: employee only about $151,499 at 4% or $100,999 at 6%; with 50% employer match about $100,999 at 4% or $67,333 at 6%; with 100% employer match about $75,750 at 4% or $50,500 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-25$1,897,012$151,499$6,060iApproximate average salary by contribution assumption: employee only about $151,499 at 4% or $100,999 at 6%; with 50% employer match about $100,999 at 4% or $67,333 at 6%; with 100% employer match about $75,750 at 4% or $50,500 at 6%.
1999126$1,944,387$209,929$8,074iApproximate average salary by contribution assumption: employee only about $201,855 at 4% or $134,570 at 6%; with 50% employer match about $134,570 at 4% or $89,713 at 6%; with 100% employer match about $100,927 at 4% or $67,285 at 6%.
Shimek Jacobs & Finklea Employees 401K Plan-26$1,944,387$209,929$8,074iApproximate average salary by contribution assumption: employee only about $201,855 at 4% or $134,570 at 6%; with 50% employer match about $134,570 at 4% or $89,713 at 6%; with 100% employer match about $100,927 at 4% or $67,285 at 6%.