Civic Intelligence

Brad Jacobs M.D. Inc.

Plan context: Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan

EIN 80-0448016 • Mill Valley, CA • 16 filings • 3 plans

751 E Blithedale Ave # 1003Mill Valley, CA 94942
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$2,055,405

2025 Contributions

$130,229

Historical Graphs

Total Assets Over Time

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

$2,055,405$1,027,703$0201520202025YearValue
$2,055,405Latest year 2025

Participants Over Time

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

950201520202025YearValue
9Latest year 2025

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
202529$2,055,405$130,229$14,470iApproximate average salary by contribution assumption: employee only about $361,747 at 4% or $241,165 at 6%; with 50% employer match about $241,165 at 4% or $160,777 at 6%; with 100% employer match about $180,874 at 4% or $120,582 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-9$1,300,963$130,229$14,470iApproximate average salary by contribution assumption: employee only about $361,747 at 4% or $241,165 at 6%; with 50% employer match about $241,165 at 4% or $160,777 at 6%; with 100% employer match about $180,874 at 4% or $120,582 at 6%.
Brad Jacobs M.D. Inc. Cash Balance Plan-7$754,442$0-
202427$1,662,030$227,695$32,528iApproximate average salary by contribution assumption: employee only about $813,196 at 4% or $542,131 at 6%; with 50% employer match about $542,131 at 4% or $361,421 at 6%; with 100% employer match about $406,598 at 4% or $271,065 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-7$1,002,461$127,695$18,242iApproximate average salary by contribution assumption: employee only about $456,054 at 4% or $304,036 at 6%; with 50% employer match about $304,036 at 4% or $202,690 at 6%; with 100% employer match about $228,027 at 4% or $152,018 at 6%.
Brad Jacobs M.D. Inc. Cash Balance Plan-6$659,569$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202326$1,349,031$215,973$35,996iApproximate average salary by contribution assumption: employee only about $899,888 at 4% or $599,925 at 6%; with 50% employer match about $599,925 at 4% or $399,950 at 6%; with 100% employer match about $449,944 at 4% or $299,963 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-6$816,128$83,473$13,912iApproximate average salary by contribution assumption: employee only about $347,804 at 4% or $231,869 at 6%; with 50% employer match about $231,869 at 4% or $154,580 at 6%; with 100% employer match about $173,902 at 4% or $115,935 at 6%.
Brad Jacobs M.D. Inc. Cash Balance Plan-5$532,903$132,500$26,500iApproximate average salary by contribution assumption: employee only about $662,500 at 4% or $441,667 at 6%; with 50% employer match about $441,667 at 4% or $294,444 at 6%; with 100% employer match about $331,250 at 4% or $220,833 at 6%.
202224$1,021,194$284,431$71,108iApproximate average salary by contribution assumption: employee only about $1,777,694 at 4% or $1,185,129 at 6%; with 50% employer match about $1,185,129 at 4% or $790,086 at 6%; with 100% employer match about $888,847 at 4% or $592,565 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-4$651,725$84,431$21,108iApproximate average salary by contribution assumption: employee only about $527,694 at 4% or $351,796 at 6%; with 50% employer match about $351,796 at 4% or $234,531 at 6%; with 100% employer match about $263,847 at 4% or $175,898 at 6%.
Brad Jacobs M.D. Inc. Cash Balance Plan-3$369,469$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
202124$804,968$260,456$65,114iApproximate average salary by contribution assumption: employee only about $1,627,850 at 4% or $1,085,233 at 6%; with 50% employer match about $1,085,233 at 4% or $723,489 at 6%; with 100% employer match about $813,925 at 4% or $542,617 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-4$625,643$81,131$20,283iApproximate average salary by contribution assumption: employee only about $507,069 at 4% or $338,046 at 6%; with 50% employer match about $338,046 at 4% or $225,364 at 6%; with 100% employer match about $253,534 at 4% or $169,023 at 6%.
Brad Jacobs M.D. Inc. Cash Balance Plan-3$179,325$179,325$59,775iApproximate average salary by contribution assumption: employee only about $1,494,375 at 4% or $996,250 at 6%; with 50% employer match about $996,250 at 4% or $664,167 at 6%; with 100% employer match about $747,188 at 4% or $498,125 at 6%.
202014$533,944$145,891$36,473iApproximate average salary by contribution assumption: employee only about $911,819 at 4% or $607,879 at 6%; with 50% employer match about $607,879 at 4% or $405,253 at 6%; with 100% employer match about $455,909 at 4% or $303,940 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-4$533,944$145,891$36,473iApproximate average salary by contribution assumption: employee only about $911,819 at 4% or $607,879 at 6%; with 50% employer match about $607,879 at 4% or $405,253 at 6%; with 100% employer match about $455,909 at 4% or $303,940 at 6%.
201915$445,401$112,994$22,599iApproximate average salary by contribution assumption: employee only about $564,970 at 4% or $376,647 at 6%; with 50% employer match about $376,647 at 4% or $251,098 at 6%; with 100% employer match about $282,485 at 4% or $188,323 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-5$445,401$112,994$22,599iApproximate average salary by contribution assumption: employee only about $564,970 at 4% or $376,647 at 6%; with 50% employer match about $376,647 at 4% or $251,098 at 6%; with 100% employer match about $282,485 at 4% or $188,323 at 6%.
201814$349,665$104,942$26,236iApproximate average salary by contribution assumption: employee only about $655,888 at 4% or $437,258 at 6%; with 50% employer match about $437,258 at 4% or $291,506 at 6%; with 100% employer match about $327,944 at 4% or $218,629 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-4$349,665$104,942$26,236iApproximate average salary by contribution assumption: employee only about $655,888 at 4% or $437,258 at 6%; with 50% employer match about $437,258 at 4% or $291,506 at 6%; with 100% employer match about $327,944 at 4% or $218,629 at 6%.
201716$238,432$98,769$16,462iApproximate average salary by contribution assumption: employee only about $411,538 at 4% or $274,358 at 6%; with 50% employer match about $274,358 at 4% or $182,906 at 6%; with 100% employer match about $205,769 at 4% or $137,179 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-6$238,432$98,769$16,462iApproximate average salary by contribution assumption: employee only about $411,538 at 4% or $274,358 at 6%; with 50% employer match about $274,358 at 4% or $182,906 at 6%; with 100% employer match about $205,769 at 4% or $137,179 at 6%.
201613$136,531$71,037$23,679iApproximate average salary by contribution assumption: employee only about $591,975 at 4% or $394,650 at 6%; with 50% employer match about $394,650 at 4% or $263,100 at 6%; with 100% employer match about $295,988 at 4% or $197,325 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-3$136,531$71,037$23,679iApproximate average salary by contribution assumption: employee only about $591,975 at 4% or $394,650 at 6%; with 50% employer match about $394,650 at 4% or $263,100 at 6%; with 100% employer match about $295,988 at 4% or $197,325 at 6%.
201513$66,893$66,893$22,298iApproximate average salary by contribution assumption: employee only about $557,442 at 4% or $371,628 at 6%; with 50% employer match about $371,628 at 4% or $247,752 at 6%; with 100% employer match about $278,721 at 4% or $185,814 at 6%.
Brad Jacobs, M.D. Inc. Profit Sharing 401(K) Plan-3$66,893$66,893$22,298iApproximate average salary by contribution assumption: employee only about $557,442 at 4% or $371,628 at 6%; with 50% employer match about $371,628 at 4% or $247,752 at 6%; with 100% employer match about $278,721 at 4% or $185,814 at 6%.