Civic Intelligence

Hale, Hale & Jacobson, P.A.

Plan context: Hale, Hale & Jacobson, P.A. 401(K) Plan

EIN 90-0448143 • Orlando, FL • 16 filings • 3 plans

2876 S. Osceola AvenueOrlando, FL 32806
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,597,900

2024 Contributions

$96,367

Historical Graphs

Total Assets Over Time

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

$2,662,591$1,331,296$0201120172023YearValue
$2,597,900Latest year 2023

Participants Over Time

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

1790201220182023YearValue
15Latest year 2023

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
202410$0$0-
Hale, Hale & Jacobson, P.A. 401(K) Plan-0$0$0-
2023115$2,597,900$96,367$6,424iApproximate average salary by contribution assumption: employee only about $160,612 at 4% or $107,074 at 6%; with 50% employer match about $107,074 at 4% or $71,383 at 6%; with 100% employer match about $80,306 at 4% or $53,537 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-15$2,597,900$96,367$6,424iApproximate average salary by contribution assumption: employee only about $160,612 at 4% or $107,074 at 6%; with 50% employer match about $107,074 at 4% or $71,383 at 6%; with 100% employer match about $80,306 at 4% or $53,537 at 6%.
2022115$2,125,007$220,248$14,683iApproximate average salary by contribution assumption: employee only about $367,080 at 4% or $244,720 at 6%; with 50% employer match about $244,720 at 4% or $163,147 at 6%; with 100% employer match about $183,540 at 4% or $122,360 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-15$2,125,007$220,248$14,683iApproximate average salary by contribution assumption: employee only about $367,080 at 4% or $244,720 at 6%; with 50% employer match about $244,720 at 4% or $163,147 at 6%; with 100% employer match about $183,540 at 4% or $122,360 at 6%.
2021216$2,662,591$149,152$9,322iApproximate average salary by contribution assumption: employee only about $233,050 at 4% or $155,367 at 6%; with 50% employer match about $155,367 at 4% or $103,578 at 6%; with 100% employer match about $116,525 at 4% or $77,683 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-16$2,662,591$149,152$9,322iApproximate average salary by contribution assumption: employee only about $233,050 at 4% or $155,367 at 6%; with 50% employer match about $155,367 at 4% or $103,578 at 6%; with 100% employer match about $116,525 at 4% or $77,683 at 6%.
HALE, HALE & JACOBSON, P. A. CASH BALANCE PLAN-0$0$0-
2020216$2,377,959$342,131$21,383iApproximate average salary by contribution assumption: employee only about $534,580 at 4% or $356,386 at 6%; with 50% employer match about $356,386 at 4% or $237,591 at 6%; with 100% employer match about $267,290 at 4% or $178,193 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-16$2,168,636$132,808$8,301iApproximate average salary by contribution assumption: employee only about $207,513 at 4% or $138,342 at 6%; with 50% employer match about $138,342 at 4% or $92,228 at 6%; with 100% employer match about $103,756 at 4% or $69,171 at 6%.
HALE, HALE & JACOBSON, P. A. CASH BALANCE PLAN-10$209,323$209,323$20,932iApproximate average salary by contribution assumption: employee only about $523,308 at 4% or $348,872 at 6%; with 50% employer match about $348,872 at 4% or $232,581 at 6%; with 100% employer match about $261,654 at 4% or $174,436 at 6%.
2019115$1,724,024$141,810$9,454iApproximate average salary by contribution assumption: employee only about $236,350 at 4% or $157,567 at 6%; with 50% employer match about $157,567 at 4% or $105,044 at 6%; with 100% employer match about $118,175 at 4% or $78,783 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-15$1,724,024$141,810$9,454iApproximate average salary by contribution assumption: employee only about $236,350 at 4% or $157,567 at 6%; with 50% employer match about $157,567 at 4% or $105,044 at 6%; with 100% employer match about $118,175 at 4% or $78,783 at 6%.
2018117$1,295,383$150,235$8,837iApproximate average salary by contribution assumption: employee only about $220,934 at 4% or $147,289 at 6%; with 50% employer match about $147,289 at 4% or $98,193 at 6%; with 100% employer match about $110,467 at 4% or $73,645 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-17$1,295,383$150,235$8,837iApproximate average salary by contribution assumption: employee only about $220,934 at 4% or $147,289 at 6%; with 50% employer match about $147,289 at 4% or $98,193 at 6%; with 100% employer match about $110,467 at 4% or $73,645 at 6%.
2017116$1,269,884$141,328$8,833iApproximate average salary by contribution assumption: employee only about $220,825 at 4% or $147,217 at 6%; with 50% employer match about $147,217 at 4% or $98,144 at 6%; with 100% employer match about $110,413 at 4% or $73,608 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-16$1,269,884$141,328$8,833iApproximate average salary by contribution assumption: employee only about $220,825 at 4% or $147,217 at 6%; with 50% employer match about $147,217 at 4% or $98,144 at 6%; with 100% employer match about $110,413 at 4% or $73,608 at 6%.
2016114$931,044$137,189$9,799iApproximate average salary by contribution assumption: employee only about $244,980 at 4% or $163,320 at 6%; with 50% employer match about $163,320 at 4% or $108,880 at 6%; with 100% employer match about $122,490 at 4% or $81,660 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-14$931,044$137,189$9,799iApproximate average salary by contribution assumption: employee only about $244,980 at 4% or $163,320 at 6%; with 50% employer match about $163,320 at 4% or $108,880 at 6%; with 100% employer match about $122,490 at 4% or $81,660 at 6%.
201519$755,858$146,405$16,267iApproximate average salary by contribution assumption: employee only about $406,681 at 4% or $271,120 at 6%; with 50% employer match about $271,120 at 4% or $180,747 at 6%; with 100% employer match about $203,340 at 4% or $135,560 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-9$755,858$146,405$16,267iApproximate average salary by contribution assumption: employee only about $406,681 at 4% or $271,120 at 6%; with 50% employer match about $271,120 at 4% or $180,747 at 6%; with 100% employer match about $203,340 at 4% or $135,560 at 6%.
201417$619,393$112,790$16,113iApproximate average salary by contribution assumption: employee only about $402,821 at 4% or $268,548 at 6%; with 50% employer match about $268,548 at 4% or $179,032 at 6%; with 100% employer match about $201,411 at 4% or $134,274 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-7$619,393$112,790$16,113iApproximate average salary by contribution assumption: employee only about $402,821 at 4% or $268,548 at 6%; with 50% employer match about $268,548 at 4% or $179,032 at 6%; with 100% employer match about $201,411 at 4% or $134,274 at 6%.
201317$483,888$117,058$16,723iApproximate average salary by contribution assumption: employee only about $418,064 at 4% or $278,710 at 6%; with 50% employer match about $278,710 at 4% or $185,806 at 6%; with 100% employer match about $209,032 at 4% or $139,355 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-7$483,888$117,058$16,723iApproximate average salary by contribution assumption: employee only about $418,064 at 4% or $278,710 at 6%; with 50% employer match about $278,710 at 4% or $185,806 at 6%; with 100% employer match about $209,032 at 4% or $139,355 at 6%.
201213$301,616$184,758$61,586iApproximate average salary by contribution assumption: employee only about $1,539,650 at 4% or $1,026,433 at 6%; with 50% employer match about $1,026,433 at 4% or $684,289 at 6%; with 100% employer match about $769,825 at 4% or $513,217 at 6%.
Hale, Hale & Jacobson, P.A. 401(K) Plan-3$301,616$184,758$61,586iApproximate average salary by contribution assumption: employee only about $1,539,650 at 4% or $1,026,433 at 6%; with 50% employer match about $1,026,433 at 4% or $684,289 at 6%; with 100% employer match about $769,825 at 4% or $513,217 at 6%.
201110$105,899$105,899-
Hale, Hale & Jacobson, P.A. 401(K) Plan-0$105,899$105,899-