Jade Plan Services Inc.
Plan context: Dean Jacobson Financial Services LLC Money Purchase Pension
EIN 75-1808704 • 8 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
1
2002 Assets
$27,623
2002 Contributions
$1,859
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2002 | 2 | 0 | $0 | $0 | - |
| Dean Jacobson Financial Services LLC 401K Profit Sharing Plan | - | 0 | - | - | - |
| Dean Jacobson Financial Services LLC Money Purchase Pension | - | 0 | - | - | - |
| 2001 | 2 | 1 | $27,623 | $1,859 | $1,859iApproximate average salary by contribution assumption: employee only about $46,475 at 4% or $30,983 at 6%; with 50% employer match about $30,983 at 4% or $20,656 at 6%; with 100% employer match about $23,238 at 4% or $15,492 at 6%. |
| Dean Jacobson Financial Services LLC Money Purchase Pension | - | 1 | $27,623 | $1,859 | $1,859iApproximate average salary by contribution assumption: employee only about $46,475 at 4% or $30,983 at 6%; with 50% employer match about $30,983 at 4% or $20,656 at 6%; with 100% employer match about $23,238 at 4% or $15,492 at 6%. |
| Dean Jacobson Financial Services LLC 401K Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 2 | 1 | $73,071 | $11,021 | $11,021iApproximate average salary by contribution assumption: employee only about $275,525 at 4% or $183,683 at 6%; with 50% employer match about $183,683 at 4% or $122,456 at 6%; with 100% employer match about $137,763 at 4% or $91,842 at 6%. |
| Dean Jacobson Financial Services LLC 401K Profit Sharing Plan | - | 1 | $45,107 | $7,288 | $7,288iApproximate average salary by contribution assumption: employee only about $182,200 at 4% or $121,467 at 6%; with 50% employer match about $121,467 at 4% or $80,978 at 6%; with 100% employer match about $91,100 at 4% or $60,733 at 6%. |
| Dean Jacobson Financial Services LLC Money Purchase Pension | - | 1 | $27,964 | $3,733 | $3,733iApproximate average salary by contribution assumption: employee only about $93,325 at 4% or $62,217 at 6%; with 50% employer match about $62,217 at 4% or $41,478 at 6%; with 100% employer match about $46,663 at 4% or $31,108 at 6%. |
| 1999 | 2 | 1 | $65,533 | $8,074 | $8,074iApproximate average salary by contribution assumption: employee only about $201,850 at 4% or $134,567 at 6%; with 50% employer match about $134,567 at 4% or $89,711 at 6%; with 100% employer match about $100,925 at 4% or $67,283 at 6%. |
| Dean Jacobson Financial Services LLC 401K Profit Sharing Plan | - | 1 | $39,968 | $4,742 | $4,742iApproximate average salary by contribution assumption: employee only about $118,550 at 4% or $79,033 at 6%; with 50% employer match about $79,033 at 4% or $52,689 at 6%; with 100% employer match about $59,275 at 4% or $39,517 at 6%. |
| Dean Jacobson Financial Services LLC Money Purchase Pension | - | 1 | $25,565 | $3,332 | $3,332iApproximate average salary by contribution assumption: employee only about $83,300 at 4% or $55,533 at 6%; with 50% employer match about $55,533 at 4% or $37,022 at 6%; with 100% employer match about $41,650 at 4% or $27,767 at 6%. |