Civic Intelligence

Dean, Jacobson Financial Services,

Plan context: Dean Jacobson Financial Services LLC 401K Profit Sharing Plan

EIN 75-1495851 • Fort Worth, TX • 30 filings • 5 plans

3112 West 4th StreetFort Worth, TX 76107
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,319,372

2024 Contributions

$254,191

Historical Graphs

Total Assets Over Time

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

$6,610,050$3,305,025$0199920122024YearValue
$3,319,372Latest year 2024

Participants Over Time

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

1160199920122024YearValue
9Latest 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
202419$3,319,372$254,191$28,243iApproximate average salary by contribution assumption: employee only about $706,086 at 4% or $470,724 at 6%; with 50% employer match about $470,724 at 4% or $313,816 at 6%; with 100% employer match about $353,043 at 4% or $235,362 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-9$3,319,372$254,191$28,243iApproximate average salary by contribution assumption: employee only about $706,086 at 4% or $470,724 at 6%; with 50% employer match about $470,724 at 4% or $313,816 at 6%; with 100% employer match about $353,043 at 4% or $235,362 at 6%.
2023111$6,610,050$280,891$25,536iApproximate average salary by contribution assumption: employee only about $638,389 at 4% or $425,592 at 6%; with 50% employer match about $425,592 at 4% or $283,728 at 6%; with 100% employer match about $319,194 at 4% or $212,796 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-11$6,610,050$280,891$25,536iApproximate average salary by contribution assumption: employee only about $638,389 at 4% or $425,592 at 6%; with 50% employer match about $425,592 at 4% or $283,728 at 6%; with 100% employer match about $319,194 at 4% or $212,796 at 6%.
2022111$5,583,356$265,527$24,139iApproximate average salary by contribution assumption: employee only about $603,470 at 4% or $402,314 at 6%; with 50% employer match about $402,314 at 4% or $268,209 at 6%; with 100% employer match about $301,735 at 4% or $201,157 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-11$5,583,356$265,527$24,139iApproximate average salary by contribution assumption: employee only about $603,470 at 4% or $402,314 at 6%; with 50% employer match about $402,314 at 4% or $268,209 at 6%; with 100% employer match about $301,735 at 4% or $201,157 at 6%.
2021111$6,382,560$252,265$22,933iApproximate average salary by contribution assumption: employee only about $573,330 at 4% or $382,220 at 6%; with 50% employer match about $382,220 at 4% or $254,813 at 6%; with 100% employer match about $286,665 at 4% or $191,110 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-11$6,382,560$252,265$22,933iApproximate average salary by contribution assumption: employee only about $573,330 at 4% or $382,220 at 6%; with 50% employer match about $382,220 at 4% or $254,813 at 6%; with 100% employer match about $286,665 at 4% or $191,110 at 6%.
2020111$5,183,652$240,657$21,878iApproximate average salary by contribution assumption: employee only about $546,948 at 4% or $364,632 at 6%; with 50% employer match about $364,632 at 4% or $243,088 at 6%; with 100% employer match about $273,474 at 4% or $182,316 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-11$5,183,652$240,657$21,878iApproximate average salary by contribution assumption: employee only about $546,948 at 4% or $364,632 at 6%; with 50% employer match about $364,632 at 4% or $243,088 at 6%; with 100% employer match about $273,474 at 4% or $182,316 at 6%.
2019110$4,717,499$230,369$23,037iApproximate average salary by contribution assumption: employee only about $575,923 at 4% or $383,948 at 6%; with 50% employer match about $383,948 at 4% or $255,966 at 6%; with 100% employer match about $287,961 at 4% or $191,974 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-10$4,717,499$230,369$23,037iApproximate average salary by contribution assumption: employee only about $575,923 at 4% or $383,948 at 6%; with 50% employer match about $383,948 at 4% or $255,966 at 6%; with 100% employer match about $287,961 at 4% or $191,974 at 6%.
2018110$3,902,758$217,035$21,704iApproximate average salary by contribution assumption: employee only about $542,588 at 4% or $361,725 at 6%; with 50% employer match about $361,725 at 4% or $241,150 at 6%; with 100% employer match about $271,294 at 4% or $180,863 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-10$3,902,758$217,035$21,704iApproximate average salary by contribution assumption: employee only about $542,588 at 4% or $361,725 at 6%; with 50% employer match about $361,725 at 4% or $241,150 at 6%; with 100% employer match about $271,294 at 4% or $180,863 at 6%.
2017110$3,873,885$197,017$19,702iApproximate average salary by contribution assumption: employee only about $492,543 at 4% or $328,362 at 6%; with 50% employer match about $328,362 at 4% or $218,908 at 6%; with 100% employer match about $246,271 at 4% or $164,181 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-10$3,873,885$197,017$19,702iApproximate average salary by contribution assumption: employee only about $492,543 at 4% or $328,362 at 6%; with 50% employer match about $328,362 at 4% or $218,908 at 6%; with 100% employer match about $246,271 at 4% or $164,181 at 6%.
2016110$3,246,747$182,257$18,226iApproximate average salary by contribution assumption: employee only about $455,643 at 4% or $303,762 at 6%; with 50% employer match about $303,762 at 4% or $202,508 at 6%; with 100% employer match about $227,821 at 4% or $151,881 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-10$3,246,747$182,257$18,226iApproximate average salary by contribution assumption: employee only about $455,643 at 4% or $303,762 at 6%; with 50% employer match about $303,762 at 4% or $202,508 at 6%; with 100% employer match about $227,821 at 4% or $151,881 at 6%.
2015110$2,794,822$207,693$20,769iApproximate average salary by contribution assumption: employee only about $519,233 at 4% or $346,155 at 6%; with 50% employer match about $346,155 at 4% or $230,770 at 6%; with 100% employer match about $259,616 at 4% or $173,078 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-10$2,794,822$207,693$20,769iApproximate average salary by contribution assumption: employee only about $519,233 at 4% or $346,155 at 6%; with 50% employer match about $346,155 at 4% or $230,770 at 6%; with 100% employer match about $259,616 at 4% or $173,078 at 6%.
201419$2,737,047$172,651$19,183iApproximate average salary by contribution assumption: employee only about $479,586 at 4% or $319,724 at 6%; with 50% employer match about $319,724 at 4% or $213,149 at 6%; with 100% employer match about $239,793 at 4% or $159,862 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-9$2,737,047$172,651$19,183iApproximate average salary by contribution assumption: employee only about $479,586 at 4% or $319,724 at 6%; with 50% employer match about $319,724 at 4% or $213,149 at 6%; with 100% employer match about $239,793 at 4% or $159,862 at 6%.
2013111$2,489,534$191,558$17,414iApproximate average salary by contribution assumption: employee only about $435,359 at 4% or $290,239 at 6%; with 50% employer match about $290,239 at 4% or $193,493 at 6%; with 100% employer match about $217,680 at 4% or $145,120 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-11$2,489,534$191,558$17,414iApproximate average salary by contribution assumption: employee only about $435,359 at 4% or $290,239 at 6%; with 50% employer match about $290,239 at 4% or $193,493 at 6%; with 100% employer match about $217,680 at 4% or $145,120 at 6%.
2012111$2,060,168$176,696$16,063iApproximate average salary by contribution assumption: employee only about $401,582 at 4% or $267,721 at 6%; with 50% employer match about $267,721 at 4% or $178,481 at 6%; with 100% employer match about $200,791 at 4% or $133,861 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-11$2,060,168$176,696$16,063iApproximate average salary by contribution assumption: employee only about $401,582 at 4% or $267,721 at 6%; with 50% employer match about $267,721 at 4% or $178,481 at 6%; with 100% employer match about $200,791 at 4% or $133,861 at 6%.
2011110$1,708,800$124,060$12,406iApproximate average salary by contribution assumption: employee only about $310,150 at 4% or $206,767 at 6%; with 50% employer match about $206,767 at 4% or $137,844 at 6%; with 100% employer match about $155,075 at 4% or $103,383 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-10$1,708,800$124,060$12,406iApproximate average salary by contribution assumption: employee only about $310,150 at 4% or $206,767 at 6%; with 50% employer match about $206,767 at 4% or $137,844 at 6%; with 100% employer match about $155,075 at 4% or $103,383 at 6%.
2010110$1,663,872$114,956$11,496iApproximate average salary by contribution assumption: employee only about $287,390 at 4% or $191,593 at 6%; with 50% employer match about $191,593 at 4% or $127,729 at 6%; with 100% employer match about $143,695 at 4% or $95,797 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-10$1,663,872$114,956$11,496iApproximate average salary by contribution assumption: employee only about $287,390 at 4% or $191,593 at 6%; with 50% employer match about $191,593 at 4% or $127,729 at 6%; with 100% employer match about $143,695 at 4% or $95,797 at 6%.
2009111$1,373,679$107,489$9,772iApproximate average salary by contribution assumption: employee only about $244,293 at 4% or $162,862 at 6%; with 50% employer match about $162,862 at 4% or $108,575 at 6%; with 100% employer match about $122,147 at 4% or $81,431 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-11$1,373,679$107,489$9,772iApproximate average salary by contribution assumption: employee only about $244,293 at 4% or $162,862 at 6%; with 50% employer match about $162,862 at 4% or $108,575 at 6%; with 100% employer match about $122,147 at 4% or $81,431 at 6%.
200818$1,019,164$128,080$16,010iApproximate average salary by contribution assumption: employee only about $400,250 at 4% or $266,833 at 6%; with 50% employer match about $266,833 at 4% or $177,889 at 6%; with 100% employer match about $200,125 at 4% or $133,417 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-8$1,019,164$128,080$16,010iApproximate average salary by contribution assumption: employee only about $400,250 at 4% or $266,833 at 6%; with 50% employer match about $266,833 at 4% or $177,889 at 6%; with 100% employer match about $200,125 at 4% or $133,417 at 6%.
200718$1,444,808$148,305$18,538iApproximate average salary by contribution assumption: employee only about $463,453 at 4% or $308,969 at 6%; with 50% employer match about $308,969 at 4% or $205,979 at 6%; with 100% employer match about $231,727 at 4% or $154,484 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-8$1,444,808$148,305$18,538iApproximate average salary by contribution assumption: employee only about $463,453 at 4% or $308,969 at 6%; with 50% employer match about $308,969 at 4% or $205,979 at 6%; with 100% employer match about $231,727 at 4% or $154,484 at 6%.
200616$1,202,490$123,907$20,651iApproximate average salary by contribution assumption: employee only about $516,279 at 4% or $344,186 at 6%; with 50% employer match about $344,186 at 4% or $229,457 at 6%; with 100% employer match about $258,140 at 4% or $172,093 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-6$1,202,490$123,907$20,651iApproximate average salary by contribution assumption: employee only about $516,279 at 4% or $344,186 at 6%; with 50% employer match about $344,186 at 4% or $229,457 at 6%; with 100% employer match about $258,140 at 4% or $172,093 at 6%.
200516$966,340$123,410$20,568iApproximate average salary by contribution assumption: employee only about $514,208 at 4% or $342,806 at 6%; with 50% employer match about $342,806 at 4% or $228,537 at 6%; with 100% employer match about $257,104 at 4% or $171,403 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-6$966,340$123,410$20,568iApproximate average salary by contribution assumption: employee only about $514,208 at 4% or $342,806 at 6%; with 50% employer match about $342,806 at 4% or $228,537 at 6%; with 100% employer match about $257,104 at 4% or $171,403 at 6%.
200417$783,497$89,588$12,798iApproximate average salary by contribution assumption: employee only about $319,957 at 4% or $213,305 at 6%; with 50% employer match about $213,305 at 4% or $142,203 at 6%; with 100% employer match about $159,979 at 4% or $106,652 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-7$783,497$89,588$12,798iApproximate average salary by contribution assumption: employee only about $319,957 at 4% or $213,305 at 6%; with 50% employer match about $213,305 at 4% or $142,203 at 6%; with 100% employer match about $159,979 at 4% or $106,652 at 6%.
200317$798,593$80,495$11,499iApproximate average salary by contribution assumption: employee only about $287,482 at 4% or $191,655 at 6%; with 50% employer match about $191,655 at 4% or $127,770 at 6%; with 100% employer match about $143,741 at 4% or $95,827 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-7$798,593$80,495$11,499iApproximate average salary by contribution assumption: employee only about $287,482 at 4% or $191,655 at 6%; with 50% employer match about $191,655 at 4% or $127,770 at 6%; with 100% employer match about $143,741 at 4% or $95,827 at 6%.
200227$552,903$61,350$8,764iApproximate average salary by contribution assumption: employee only about $219,107 at 4% or $146,071 at 6%; with 50% employer match about $146,071 at 4% or $97,381 at 6%; with 100% employer match about $109,554 at 4% or $73,036 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-7$552,903$61,350$8,764iApproximate average salary by contribution assumption: employee only about $219,107 at 4% or $146,071 at 6%; with 50% employer match about $146,071 at 4% or $97,381 at 6%; with 100% employer match about $109,554 at 4% or $73,036 at 6%.
Dean, Jacobson Financial Services LLC Money Purchase Pension-0---
200126$599,046$60,760$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
Dean, Jacobson Financial Services LLC Money Purchase Pension-6$599,046$60,760$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-6---
200028$2,788,865$55,288$6,911iApproximate average salary by contribution assumption: employee only about $172,775 at 4% or $115,183 at 6%; with 50% employer match about $115,183 at 4% or $76,789 at 6%; with 100% employer match about $86,388 at 4% or $57,592 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-8$2,204,600--
Dean, Jacobson Financial Services LLC Money Purchase Pension-5$584,265$55,288$11,058iApproximate average salary by contribution assumption: employee only about $276,440 at 4% or $184,293 at 6%; with 50% employer match about $184,293 at 4% or $122,862 at 6%; with 100% employer match about $138,220 at 4% or $92,147 at 6%.
199926$2,824,463$113,580$18,930iApproximate average salary by contribution assumption: employee only about $473,250 at 4% or $315,500 at 6%; with 50% employer match about $315,500 at 4% or $210,333 at 6%; with 100% employer match about $236,625 at 4% or $157,750 at 6%.
Dean Jacobson Financial Services LLC 401K Profit Sharing Plan-6$2,266,877$50,615$8,436iApproximate average salary by contribution assumption: employee only about $210,896 at 4% or $140,597 at 6%; with 50% employer match about $140,597 at 4% or $93,731 at 6%; with 100% employer match about $105,448 at 4% or $70,299 at 6%.
Dean, Jacobson Financial Services LLC Money Purchase Pension-6$557,586$62,965$10,494iApproximate average salary by contribution assumption: employee only about $262,354 at 4% or $174,903 at 6%; with 50% employer match about $174,903 at 4% or $116,602 at 6%; with 100% employer match about $131,177 at 4% or $87,451 at 6%.