Civic Intelligence

Sherif S. Henein, M.D. Inc.

Plan context: Jacob & Henein Inc. Retirement Plan

EIN 77-0451309 • Thousand Oaks, CA • 17 filings • 3 plans

2230 Lynn RoadSuite 230Thousand Oaks, CA 91360-1984
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$624,608

2018 Contributions

$25,922

Historical Graphs

Total Assets Over Time

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

$624,608$312,304$0199920112017YearValue
$624,608Latest year 2017

Participants Over Time

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

530199920102017YearValue
4Latest year 2017

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
201810$0$25,922-
Jacob & Henein Inc. Retirement Plan-0$0$25,922-
201714$624,608$23,974$5,994iApproximate average salary by contribution assumption: employee only about $149,838 at 4% or $99,892 at 6%; with 50% employer match about $99,892 at 4% or $66,594 at 6%; with 100% employer match about $74,919 at 4% or $49,946 at 6%.
Jacob & Henein Inc. Retirement Plan-4$624,608$23,974$5,994iApproximate average salary by contribution assumption: employee only about $149,838 at 4% or $99,892 at 6%; with 50% employer match about $99,892 at 4% or $66,594 at 6%; with 100% employer match about $74,919 at 4% or $49,946 at 6%.
201615$545,111$61,301$12,260iApproximate average salary by contribution assumption: employee only about $306,505 at 4% or $204,337 at 6%; with 50% employer match about $204,337 at 4% or $136,224 at 6%; with 100% employer match about $153,253 at 4% or $102,168 at 6%.
Jacob & Henein Inc. Retirement Plan-5$545,111$61,301$12,260iApproximate average salary by contribution assumption: employee only about $306,505 at 4% or $204,337 at 6%; with 50% employer match about $204,337 at 4% or $136,224 at 6%; with 100% employer match about $153,253 at 4% or $102,168 at 6%.
201514$448,388$62,887$15,722iApproximate average salary by contribution assumption: employee only about $393,044 at 4% or $262,029 at 6%; with 50% employer match about $262,029 at 4% or $174,686 at 6%; with 100% employer match about $196,522 at 4% or $131,015 at 6%.
Jacob & Henein Inc. Retirement Plan-4$448,388$62,887$15,722iApproximate average salary by contribution assumption: employee only about $393,044 at 4% or $262,029 at 6%; with 50% employer match about $262,029 at 4% or $174,686 at 6%; with 100% employer match about $196,522 at 4% or $131,015 at 6%.
201414$392,734$61,457$15,364iApproximate average salary by contribution assumption: employee only about $384,106 at 4% or $256,071 at 6%; with 50% employer match about $256,071 at 4% or $170,714 at 6%; with 100% employer match about $192,053 at 4% or $128,035 at 6%.
Jacob & Henein Inc. Retirement Plan-4$392,734$61,457$15,364iApproximate average salary by contribution assumption: employee only about $384,106 at 4% or $256,071 at 6%; with 50% employer match about $256,071 at 4% or $170,714 at 6%; with 100% employer match about $192,053 at 4% or $128,035 at 6%.
201314$316,325$60,135$15,034iApproximate average salary by contribution assumption: employee only about $375,844 at 4% or $250,563 at 6%; with 50% employer match about $250,563 at 4% or $167,042 at 6%; with 100% employer match about $187,922 at 4% or $125,281 at 6%.
Jacob & Henein Inc. Retirement Plan-4$316,325$60,135$15,034iApproximate average salary by contribution assumption: employee only about $375,844 at 4% or $250,563 at 6%; with 50% employer match about $250,563 at 4% or $167,042 at 6%; with 100% employer match about $187,922 at 4% or $125,281 at 6%.
201215$287,748$59,893$11,979iApproximate average salary by contribution assumption: employee only about $299,465 at 4% or $199,643 at 6%; with 50% employer match about $199,643 at 4% or $133,096 at 6%; with 100% employer match about $149,733 at 4% or $99,822 at 6%.
Jacob & Henein Inc. Retirement Plan-5$287,748$59,893$11,979iApproximate average salary by contribution assumption: employee only about $299,465 at 4% or $199,643 at 6%; with 50% employer match about $199,643 at 4% or $133,096 at 6%; with 100% employer match about $149,733 at 4% or $99,822 at 6%.
201115$241,229$58,088$11,618iApproximate average salary by contribution assumption: employee only about $290,440 at 4% or $193,627 at 6%; with 50% employer match about $193,627 at 4% or $129,084 at 6%; with 100% employer match about $145,220 at 4% or $96,813 at 6%.
Jacob & Henein Inc. Retirement Plan-5$241,229$58,088$11,618iApproximate average salary by contribution assumption: employee only about $290,440 at 4% or $193,627 at 6%; with 50% employer match about $193,627 at 4% or $129,084 at 6%; with 100% employer match about $145,220 at 4% or $96,813 at 6%.
201015$202,562$57,634$11,527iApproximate average salary by contribution assumption: employee only about $288,170 at 4% or $192,113 at 6%; with 50% employer match about $192,113 at 4% or $128,076 at 6%; with 100% employer match about $144,085 at 4% or $96,057 at 6%.
Jacob & Henein Inc. Retirement Plan-5$202,562$57,634$11,527iApproximate average salary by contribution assumption: employee only about $288,170 at 4% or $192,113 at 6%; with 50% employer match about $192,113 at 4% or $128,076 at 6%; with 100% employer match about $144,085 at 4% or $96,057 at 6%.
200915$125,670$56,324$11,265iApproximate average salary by contribution assumption: employee only about $281,620 at 4% or $187,747 at 6%; with 50% employer match about $187,747 at 4% or $125,164 at 6%; with 100% employer match about $140,810 at 4% or $93,873 at 6%.
Jacob & Henein Inc. Retirement Plan-5$125,670$56,324$11,265iApproximate average salary by contribution assumption: employee only about $281,620 at 4% or $187,747 at 6%; with 50% employer match about $187,747 at 4% or $125,164 at 6%; with 100% employer match about $140,810 at 4% or $93,873 at 6%.
200814$52,653$52,104$13,026iApproximate average salary by contribution assumption: employee only about $325,650 at 4% or $217,100 at 6%; with 50% employer match about $217,100 at 4% or $144,733 at 6%; with 100% employer match about $162,825 at 4% or $108,550 at 6%.
Jacob & Henein Inc. Retirement Plan-4$52,653$52,104$13,026iApproximate average salary by contribution assumption: employee only about $325,650 at 4% or $217,100 at 6%; with 50% employer match about $217,100 at 4% or $144,733 at 6%; with 100% employer match about $162,825 at 4% or $108,550 at 6%.
200410$0$0-
Jacob & Henein Inc. Retirement Plan-0---
200313$13,883$0-
Jacob & Henein Inc. Retirement Plan-3$13,883--
200213$0$0-
Jacob & Henein Inc. Retirement Plan-3---
200114$0$0-
Jacob & Henein Inc. Retirement Plan-4---
200014$272,427$27,464$6,866iApproximate average salary by contribution assumption: employee only about $171,650 at 4% or $114,433 at 6%; with 50% employer match about $114,433 at 4% or $76,289 at 6%; with 100% employer match about $85,825 at 4% or $57,217 at 6%.
Jacob & Henein Inc. Retirement Plan-4$272,427$27,464$6,866iApproximate average salary by contribution assumption: employee only about $171,650 at 4% or $114,433 at 6%; with 50% employer match about $114,433 at 4% or $76,289 at 6%; with 100% employer match about $85,825 at 4% or $57,217 at 6%.
199914$275,330$100,747$25,187iApproximate average salary by contribution assumption: employee only about $629,669 at 4% or $419,779 at 6%; with 50% employer match about $419,779 at 4% or $279,853 at 6%; with 100% employer match about $314,834 at 4% or $209,890 at 6%.
Jacob & Henein Inc. Retirement Plan-4$275,330$100,747$25,187iApproximate average salary by contribution assumption: employee only about $629,669 at 4% or $419,779 at 6%; with 50% employer match about $419,779 at 4% or $279,853 at 6%; with 100% employer match about $314,834 at 4% or $209,890 at 6%.