Civic Intelligence

H. NEIL JACOBSON, MD, PA

Plan context: H. Neil Jacobson, MD, 401(K) Profit Sharing Plan

EIN 75-2303564 • Dallas, TX • 12 filings • 4 plans

2 St Laurent PlaceDallas, TX 75225
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$1,337,609

2016 Contributions

$41,917

Historical Graphs

Total Assets Over Time

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

$1,337,609$668,805$0200420102016YearValue
$1,337,609Latest year 2016

Participants Over Time

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

320200420102016YearValue
2Latest year 2016

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
201612$1,337,609$41,917$20,959iApproximate average salary by contribution assumption: employee only about $523,963 at 4% or $349,308 at 6%; with 50% employer match about $349,308 at 4% or $232,872 at 6%; with 100% employer match about $261,981 at 4% or $174,654 at 6%.
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-2$1,337,609$41,917$20,959iApproximate average salary by contribution assumption: employee only about $523,963 at 4% or $349,308 at 6%; with 50% employer match about $349,308 at 4% or $232,872 at 6%; with 100% employer match about $261,981 at 4% or $174,654 at 6%.
201413$1,291,266$47,463$15,821iApproximate average salary by contribution assumption: employee only about $395,525 at 4% or $263,683 at 6%; with 50% employer match about $263,683 at 4% or $175,789 at 6%; with 100% employer match about $197,763 at 4% or $131,842 at 6%.
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-3$1,291,266$47,463$15,821iApproximate average salary by contribution assumption: employee only about $395,525 at 4% or $263,683 at 6%; with 50% employer match about $263,683 at 4% or $175,789 at 6%; with 100% employer match about $197,763 at 4% or $131,842 at 6%.
201313$1,116,300$44,738$14,913iApproximate average salary by contribution assumption: employee only about $372,817 at 4% or $248,544 at 6%; with 50% employer match about $248,544 at 4% or $165,696 at 6%; with 100% employer match about $186,408 at 4% or $124,272 at 6%.
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-3$1,116,300$44,738$14,913iApproximate average salary by contribution assumption: employee only about $372,817 at 4% or $248,544 at 6%; with 50% employer match about $248,544 at 4% or $165,696 at 6%; with 100% employer match about $186,408 at 4% or $124,272 at 6%.
201213$840,853$43,436$14,479iApproximate average salary by contribution assumption: employee only about $361,967 at 4% or $241,311 at 6%; with 50% employer match about $241,311 at 4% or $160,874 at 6%; with 100% employer match about $180,983 at 4% or $120,656 at 6%.
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-3$840,853$43,436$14,479iApproximate average salary by contribution assumption: employee only about $361,967 at 4% or $241,311 at 6%; with 50% employer match about $241,311 at 4% or $160,874 at 6%; with 100% employer match about $180,983 at 4% or $120,656 at 6%.
201113$734,674$56,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-3$734,674$56,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
201013$658,120$54,500$18,167iApproximate average salary by contribution assumption: employee only about $454,167 at 4% or $302,778 at 6%; with 50% employer match about $302,778 at 4% or $201,852 at 6%; with 100% employer match about $227,083 at 4% or $151,389 at 6%.
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-3$658,120$54,500$18,167iApproximate average salary by contribution assumption: employee only about $454,167 at 4% or $302,778 at 6%; with 50% employer match about $302,778 at 4% or $201,852 at 6%; with 100% employer match about $227,083 at 4% or $151,389 at 6%.
200912$625,731$0-
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-2$625,731--
200812$645,978$0-
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-2$645,978--
200712$0$0-
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-2---
200612$870,611$32,347$16,174iApproximate average salary by contribution assumption: employee only about $404,338 at 4% or $269,558 at 6%; with 50% employer match about $269,558 at 4% or $179,706 at 6%; with 100% employer match about $202,169 at 4% or $134,779 at 6%.
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-2$870,611$32,347$16,174iApproximate average salary by contribution assumption: employee only about $404,338 at 4% or $269,558 at 6%; with 50% employer match about $269,558 at 4% or $179,706 at 6%; with 100% employer match about $202,169 at 4% or $134,779 at 6%.
200511$790,422$0-
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-1$790,422--
200411$823,936$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
H. Neil Jacobson, MD, 401(K) Profit Sharing Plan-1$823,936$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.