Civic Intelligence

Jacobson Holdings Inc.

Plan context: Jacobson Holdings Inc. 401(K) Profit Sharing Plan

EIN 83-2239067 • 12 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

631

2024 Assets

$15,067,766

2024 Contributions

$1,432,591

Historical Graphs

Total Assets Over Time

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

$15,914,154$7,957,077$0201920222024YearValue
$15,067,766Latest year 2024

Participants Over Time

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

1,0095050201920222024YearValue
631Latest 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
20242631$15,067,766$1,432,591$2,270iApproximate average salary by contribution assumption: employee only about $56,759 at 4% or $37,839 at 6%; with 50% employer match about $37,839 at 4% or $25,226 at 6%; with 100% employer match about $28,379 at 4% or $18,920 at 6%.
Jacobson Holdings Inc. 401(K) Profit Sharing Plan-631$15,067,766$1,432,591$2,270iApproximate average salary by contribution assumption: employee only about $56,759 at 4% or $37,839 at 6%; with 50% employer match about $37,839 at 4% or $25,226 at 6%; with 100% employer match about $28,379 at 4% or $18,920 at 6%.
Jacobson Holdings Inc. Health & Welfare Benefit Plan-490---
20232801$14,710,370$1,425,777$1,780iApproximate average salary by contribution assumption: employee only about $44,500 at 4% or $29,667 at 6%; with 50% employer match about $29,667 at 4% or $19,778 at 6%; with 100% employer match about $22,250 at 4% or $14,833 at 6%.
Jacobson Holdings Inc. 401(K) Profit Sharing Plan-791$14,710,370$1,425,777$1,802iApproximate average salary by contribution assumption: employee only about $45,062 at 4% or $30,042 at 6%; with 50% employer match about $30,042 at 4% or $20,028 at 6%; with 100% employer match about $22,531 at 4% or $15,021 at 6%.
Jacobson Holdings Inc. Health & Welfare Benefit Plan-801---
20222660$13,117,732$1,558,268$2,361iApproximate average salary by contribution assumption: employee only about $59,025 at 4% or $39,350 at 6%; with 50% employer match about $39,350 at 4% or $26,233 at 6%; with 100% employer match about $29,513 at 4% or $19,675 at 6%.
Jacobson Holdings Inc. 401(K) Profit Sharing Plan-655$13,117,732$1,558,268$2,379iApproximate average salary by contribution assumption: employee only about $59,476 at 4% or $39,651 at 6%; with 50% employer match about $39,651 at 4% or $26,434 at 6%; with 100% employer match about $29,738 at 4% or $19,825 at 6%.
Jacobson Holdings Inc. Health & Welfare Benefit Plan-660---
20212841$15,914,154$1,683,954$2,002iApproximate average salary by contribution assumption: employee only about $50,058 at 4% or $33,372 at 6%; with 50% employer match about $33,372 at 4% or $22,248 at 6%; with 100% employer match about $25,029 at 4% or $16,686 at 6%.
Jacobson Holdings Inc. 401(K) Profit Sharing Plan-641$15,914,154$1,683,954$2,627iApproximate average salary by contribution assumption: employee only about $65,677 at 4% or $43,785 at 6%; with 50% employer match about $43,785 at 4% or $29,190 at 6%; with 100% employer match about $32,838 at 4% or $21,892 at 6%.
Jacobson Holdings Inc. Health & Welfare Benefit Plan-841---
20202863$14,014,070$1,276,386$1,479iApproximate average salary by contribution assumption: employee only about $36,975 at 4% or $24,650 at 6%; with 50% employer match about $24,650 at 4% or $16,433 at 6%; with 100% employer match about $18,488 at 4% or $12,325 at 6%.
Jacobson Holdings Inc. 401(K) Profit Sharing Plan-709$14,014,070$1,276,386$1,800iApproximate average salary by contribution assumption: employee only about $45,007 at 4% or $30,004 at 6%; with 50% employer match about $30,004 at 4% or $20,003 at 6%; with 100% employer match about $22,503 at 4% or $15,002 at 6%.
Jacobson Holdings Inc. Health & Welfare Benefit Plan-863---
201921,009$13,064,925$1,577,968$1,564iApproximate average salary by contribution assumption: employee only about $39,097 at 4% or $26,065 at 6%; with 50% employer match about $26,065 at 4% or $17,377 at 6%; with 100% employer match about $19,549 at 4% or $13,032 at 6%.
Jacobson Holdings Inc. 401(K) Profit Sharing Plan-770$13,064,925$1,577,968$2,049iApproximate average salary by contribution assumption: employee only about $51,233 at 4% or $34,155 at 6%; with 50% employer match about $34,155 at 4% or $22,770 at 6%; with 100% employer match about $25,616 at 4% or $17,078 at 6%.
Jacobson Holdings Inc. Health & Welfare Benefit Plan-1,009---