Civic Intelligence

Jacobson & Associates, L.L.C.

Plan context: Jacobson & Associates, L.L.C. 401K Profit Sharing Plan

EIN 85-0442327 • Troy, IL • 32 filings • 6 plans

143 Willing WayTroy, IL 62294
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$2,975,440

2021 Contributions

$101,101

Historical Graphs

Total Assets Over Time

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

$5,015,202$2,507,601$0199920112020YearValue
$2,975,440Latest year 2020

Participants Over Time

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

630199920102020YearValue
5Latest year 2020

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
202110$0$0-
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-0---
202015$2,975,440$101,101$20,220iApproximate average salary by contribution assumption: employee only about $505,505 at 4% or $337,003 at 6%; with 50% employer match about $337,003 at 4% or $224,669 at 6%; with 100% employer match about $252,753 at 4% or $168,502 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$2,975,440$101,101$20,220iApproximate average salary by contribution assumption: employee only about $505,505 at 4% or $337,003 at 6%; with 50% employer match about $337,003 at 4% or $224,669 at 6%; with 100% employer match about $252,753 at 4% or $168,502 at 6%.
201915$2,719,897$85,863$17,173iApproximate average salary by contribution assumption: employee only about $429,315 at 4% or $286,210 at 6%; with 50% employer match about $286,210 at 4% or $190,807 at 6%; with 100% employer match about $214,657 at 4% or $143,105 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$2,719,897$85,863$17,173iApproximate average salary by contribution assumption: employee only about $429,315 at 4% or $286,210 at 6%; with 50% employer match about $286,210 at 4% or $190,807 at 6%; with 100% employer match about $214,657 at 4% or $143,105 at 6%.
201815$2,328,204$86,345$17,269iApproximate average salary by contribution assumption: employee only about $431,725 at 4% or $287,817 at 6%; with 50% employer match about $287,817 at 4% or $191,878 at 6%; with 100% employer match about $215,863 at 4% or $143,908 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$2,328,204$86,345$17,269iApproximate average salary by contribution assumption: employee only about $431,725 at 4% or $287,817 at 6%; with 50% employer match about $287,817 at 4% or $191,878 at 6%; with 100% employer match about $215,863 at 4% or $143,908 at 6%.
201715$2,416,730$96,382$19,276iApproximate average salary by contribution assumption: employee only about $481,910 at 4% or $321,273 at 6%; with 50% employer match about $321,273 at 4% or $214,182 at 6%; with 100% employer match about $240,955 at 4% or $160,637 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$2,416,730$96,382$19,276iApproximate average salary by contribution assumption: employee only about $481,910 at 4% or $321,273 at 6%; with 50% employer match about $321,273 at 4% or $214,182 at 6%; with 100% employer match about $240,955 at 4% or $160,637 at 6%.
201615$2,787,586$88,764$17,753iApproximate average salary by contribution assumption: employee only about $443,820 at 4% or $295,880 at 6%; with 50% employer match about $295,880 at 4% or $197,253 at 6%; with 100% employer match about $221,910 at 4% or $147,940 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$2,787,586$88,764$17,753iApproximate average salary by contribution assumption: employee only about $443,820 at 4% or $295,880 at 6%; with 50% employer match about $295,880 at 4% or $197,253 at 6%; with 100% employer match about $221,910 at 4% or $147,940 at 6%.
201515$2,732,023$186,299$37,260iApproximate average salary by contribution assumption: employee only about $931,495 at 4% or $620,997 at 6%; with 50% employer match about $620,997 at 4% or $413,998 at 6%; with 100% employer match about $465,748 at 4% or $310,498 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$2,732,023$186,299$37,260iApproximate average salary by contribution assumption: employee only about $931,495 at 4% or $620,997 at 6%; with 50% employer match about $620,997 at 4% or $413,998 at 6%; with 100% employer match about $465,748 at 4% or $310,498 at 6%.
201415$2,865,837$81,272$16,254iApproximate average salary by contribution assumption: employee only about $406,360 at 4% or $270,907 at 6%; with 50% employer match about $270,907 at 4% or $180,604 at 6%; with 100% employer match about $203,180 at 4% or $135,453 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$2,865,837$81,272$16,254iApproximate average salary by contribution assumption: employee only about $406,360 at 4% or $270,907 at 6%; with 50% employer match about $270,907 at 4% or $180,604 at 6%; with 100% employer match about $203,180 at 4% or $135,453 at 6%.
201315$2,594,045$196,683$39,337iApproximate average salary by contribution assumption: employee only about $983,415 at 4% or $655,610 at 6%; with 50% employer match about $655,610 at 4% or $437,073 at 6%; with 100% employer match about $491,708 at 4% or $327,805 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$2,594,045$196,683$39,337iApproximate average salary by contribution assumption: employee only about $983,415 at 4% or $655,610 at 6%; with 50% employer match about $655,610 at 4% or $437,073 at 6%; with 100% employer match about $491,708 at 4% or $327,805 at 6%.
201216$2,260,127$187,071$31,179iApproximate average salary by contribution assumption: employee only about $779,463 at 4% or $519,642 at 6%; with 50% employer match about $519,642 at 4% or $346,428 at 6%; with 100% employer match about $389,731 at 4% or $259,821 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-6$2,260,127$187,071$31,179iApproximate average salary by contribution assumption: employee only about $779,463 at 4% or $519,642 at 6%; with 50% employer match about $519,642 at 4% or $346,428 at 6%; with 100% employer match about $389,731 at 4% or $259,821 at 6%.
201125$2,010,343$1,122,047$224,409iApproximate average salary by contribution assumption: employee only about $5,610,235 at 4% or $3,740,157 at 6%; with 50% employer match about $3,740,157 at 4% or $2,493,438 at 6%; with 100% employer match about $2,805,118 at 4% or $1,870,078 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$2,010,343$1,122,047$224,409iApproximate average salary by contribution assumption: employee only about $5,610,235 at 4% or $3,740,157 at 6%; with 50% employer match about $3,740,157 at 4% or $2,493,438 at 6%; with 100% employer match about $2,805,118 at 4% or $1,870,078 at 6%.
J & A PENSION PLAN-0---
201025$5,015,202$85,500$17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%.
J & A PENSION PLAN-2$4,104,708--
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$910,494$85,500$17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%.
200926$4,656,487$187,875$31,313iApproximate average salary by contribution assumption: employee only about $782,813 at 4% or $521,875 at 6%; with 50% employer match about $521,875 at 4% or $347,917 at 6%; with 100% employer match about $391,406 at 4% or $260,938 at 6%.
J & A PENSION PLAN-2$3,859,422$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-6$797,065$62,875$10,479iApproximate average salary by contribution assumption: employee only about $261,979 at 4% or $174,653 at 6%; with 50% employer match about $174,653 at 4% or $116,435 at 6%; with 100% employer match about $130,990 at 4% or $87,326 at 6%.
200826$0$0-
J & A PENSION PLAN-2---
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-6---
200725$0$0-
J & A PENSION PLAN-2---
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5---
200625$2,484,970$447,236$89,447iApproximate average salary by contribution assumption: employee only about $2,236,180 at 4% or $1,490,787 at 6%; with 50% employer match about $1,490,787 at 4% or $993,858 at 6%; with 100% employer match about $1,118,090 at 4% or $745,393 at 6%.
J & A PENSION PLAN-2$2,043,646$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$441,324$97,236$19,447iApproximate average salary by contribution assumption: employee only about $486,180 at 4% or $324,120 at 6%; with 50% employer match about $324,120 at 4% or $216,080 at 6%; with 100% employer match about $243,090 at 4% or $162,060 at 6%.
200525$1,905,783$330,409$66,082iApproximate average salary by contribution assumption: employee only about $1,652,045 at 4% or $1,101,363 at 6%; with 50% employer match about $1,101,363 at 4% or $734,242 at 6%; with 100% employer match about $826,023 at 4% or $550,682 at 6%.
J & A PENSION PLAN-2$1,578,681$260,000$130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-5$327,102$70,409$14,082iApproximate average salary by contribution assumption: employee only about $352,045 at 4% or $234,697 at 6%; with 50% employer match about $234,697 at 4% or $156,464 at 6%; with 100% employer match about $176,023 at 4% or $117,348 at 6%.
200424$1,490,411$282,019$70,505iApproximate average salary by contribution assumption: employee only about $1,762,619 at 4% or $1,175,079 at 6%; with 50% employer match about $1,175,079 at 4% or $783,386 at 6%; with 100% employer match about $881,309 at 4% or $587,540 at 6%.
J & A PENSION PLAN-2$1,223,690$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-4$266,721$82,019$20,505iApproximate average salary by contribution assumption: employee only about $512,619 at 4% or $341,746 at 6%; with 50% employer match about $341,746 at 4% or $227,831 at 6%; with 100% employer match about $256,309 at 4% or $170,873 at 6%.
200324$1,124,772$288,681$72,170iApproximate average salary by contribution assumption: employee only about $1,804,256 at 4% or $1,202,838 at 6%; with 50% employer match about $1,202,838 at 4% or $801,892 at 6%; with 100% employer match about $902,128 at 4% or $601,419 at 6%.
J & A PENSION PLAN-2$958,511$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-4$166,261$88,681$22,170iApproximate average salary by contribution assumption: employee only about $554,256 at 4% or $369,504 at 6%; with 50% employer match about $369,504 at 4% or $246,336 at 6%; with 100% employer match about $277,128 at 4% or $184,752 at 6%.
200214$73,024$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-4$73,024$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200112$54,726$26,313$13,157iApproximate average salary by contribution assumption: employee only about $328,913 at 4% or $219,275 at 6%; with 50% employer match about $219,275 at 4% or $146,183 at 6%; with 100% employer match about $164,456 at 4% or $109,638 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-2$54,726$26,313$13,157iApproximate average salary by contribution assumption: employee only about $328,913 at 4% or $219,275 at 6%; with 50% employer match about $219,275 at 4% or $146,183 at 6%; with 100% employer match about $164,456 at 4% or $109,638 at 6%.
200012$28,342$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-2$28,342$16,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
199911$19,718$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Jacobson & Associates, L.L.C. 401K Profit Sharing Plan-1$19,718$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.