David Alexander Jacoby
Plan context: David a Jacoby MD Money Purchase Pension Plan
EIN 94-2354003 • San Carlos, CA • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,497,381
2024 Contributions
$12,585
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $1,497,381 | $12,585 | $3,146iApproximate average salary by contribution assumption: employee only about $78,656 at 4% or $52,438 at 6%; with 50% employer match about $52,438 at 4% or $34,958 at 6%; with 100% employer match about $39,328 at 4% or $26,219 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 4 | $1,497,381 | $12,585 | $3,146iApproximate average salary by contribution assumption: employee only about $78,656 at 4% or $52,438 at 6%; with 50% employer match about $52,438 at 4% or $34,958 at 6%; with 100% employer match about $39,328 at 4% or $26,219 at 6%. |
| 2023 | 1 | 4 | $1,383,215 | $23,549 | $5,887iApproximate average salary by contribution assumption: employee only about $147,181 at 4% or $98,121 at 6%; with 50% employer match about $98,121 at 4% or $65,414 at 6%; with 100% employer match about $73,591 at 4% or $49,060 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 4 | $1,383,215 | $23,549 | $5,887iApproximate average salary by contribution assumption: employee only about $147,181 at 4% or $98,121 at 6%; with 50% employer match about $98,121 at 4% or $65,414 at 6%; with 100% employer match about $73,591 at 4% or $49,060 at 6%. |
| 2022 | 1 | 4 | $1,460,749 | $23,623 | $5,906iApproximate average salary by contribution assumption: employee only about $147,644 at 4% or $98,429 at 6%; with 50% employer match about $98,429 at 4% or $65,619 at 6%; with 100% employer match about $73,822 at 4% or $49,215 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 4 | $1,460,749 | $23,623 | $5,906iApproximate average salary by contribution assumption: employee only about $147,644 at 4% or $98,429 at 6%; with 50% employer match about $98,429 at 4% or $65,619 at 6%; with 100% employer match about $73,822 at 4% or $49,215 at 6%. |
| 2021 | 1 | 4 | $1,501,721 | $36,975 | $9,244iApproximate average salary by contribution assumption: employee only about $231,094 at 4% or $154,063 at 6%; with 50% employer match about $154,063 at 4% or $102,708 at 6%; with 100% employer match about $115,547 at 4% or $77,031 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 4 | $1,501,721 | $36,975 | $9,244iApproximate average salary by contribution assumption: employee only about $231,094 at 4% or $154,063 at 6%; with 50% employer match about $154,063 at 4% or $102,708 at 6%; with 100% employer match about $115,547 at 4% or $77,031 at 6%. |
| 2020 | 1 | 4 | $1,455,016 | $40,162 | $10,041iApproximate average salary by contribution assumption: employee only about $251,013 at 4% or $167,342 at 6%; with 50% employer match about $167,342 at 4% or $111,561 at 6%; with 100% employer match about $125,506 at 4% or $83,671 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 4 | $1,455,016 | $40,162 | $10,041iApproximate average salary by contribution assumption: employee only about $251,013 at 4% or $167,342 at 6%; with 50% employer match about $167,342 at 4% or $111,561 at 6%; with 100% employer match about $125,506 at 4% or $83,671 at 6%. |
| 2019 | 1 | 4 | $1,383,485 | $45,167 | $11,292iApproximate average salary by contribution assumption: employee only about $282,294 at 4% or $188,196 at 6%; with 50% employer match about $188,196 at 4% or $125,464 at 6%; with 100% employer match about $141,147 at 4% or $94,098 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 4 | $1,383,485 | $45,167 | $11,292iApproximate average salary by contribution assumption: employee only about $282,294 at 4% or $188,196 at 6%; with 50% employer match about $188,196 at 4% or $125,464 at 6%; with 100% employer match about $141,147 at 4% or $94,098 at 6%. |
| 2018 | 1 | 6 | $1,343,293 | $50,221 | $8,370iApproximate average salary by contribution assumption: employee only about $209,254 at 4% or $139,503 at 6%; with 50% employer match about $139,503 at 4% or $93,002 at 6%; with 100% employer match about $104,627 at 4% or $69,751 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $1,343,293 | $50,221 | $8,370iApproximate average salary by contribution assumption: employee only about $209,254 at 4% or $139,503 at 6%; with 50% employer match about $139,503 at 4% or $93,002 at 6%; with 100% employer match about $104,627 at 4% or $69,751 at 6%. |
| 2017 | 1 | 6 | $1,289,645 | $49,615 | $8,269iApproximate average salary by contribution assumption: employee only about $206,729 at 4% or $137,819 at 6%; with 50% employer match about $137,819 at 4% or $91,880 at 6%; with 100% employer match about $103,365 at 4% or $68,910 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $1,289,645 | $49,615 | $8,269iApproximate average salary by contribution assumption: employee only about $206,729 at 4% or $137,819 at 6%; with 50% employer match about $137,819 at 4% or $91,880 at 6%; with 100% employer match about $103,365 at 4% or $68,910 at 6%. |
| 2016 | 1 | 7 | $1,229,497 | $60,372 | $8,625iApproximate average salary by contribution assumption: employee only about $215,614 at 4% or $143,743 at 6%; with 50% employer match about $143,743 at 4% or $95,829 at 6%; with 100% employer match about $107,807 at 4% or $71,871 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 7 | $1,229,497 | $60,372 | $8,625iApproximate average salary by contribution assumption: employee only about $215,614 at 4% or $143,743 at 6%; with 50% employer match about $143,743 at 4% or $95,829 at 6%; with 100% employer match about $107,807 at 4% or $71,871 at 6%. |
| 2015 | 1 | 6 | $1,269,666 | $63,848 | $10,641iApproximate average salary by contribution assumption: employee only about $266,033 at 4% or $177,356 at 6%; with 50% employer match about $177,356 at 4% or $118,237 at 6%; with 100% employer match about $133,017 at 4% or $88,678 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $1,269,666 | $63,848 | $10,641iApproximate average salary by contribution assumption: employee only about $266,033 at 4% or $177,356 at 6%; with 50% employer match about $177,356 at 4% or $118,237 at 6%; with 100% employer match about $133,017 at 4% or $88,678 at 6%. |
| 2014 | 1 | 4 | $1,205,358 | $51,448 | $12,862iApproximate average salary by contribution assumption: employee only about $321,550 at 4% or $214,367 at 6%; with 50% employer match about $214,367 at 4% or $142,911 at 6%; with 100% employer match about $160,775 at 4% or $107,183 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 4 | $1,205,358 | $51,448 | $12,862iApproximate average salary by contribution assumption: employee only about $321,550 at 4% or $214,367 at 6%; with 50% employer match about $214,367 at 4% or $142,911 at 6%; with 100% employer match about $160,775 at 4% or $107,183 at 6%. |
| 2013 | 1 | 4 | $1,151,348 | $57,098 | $14,275iApproximate average salary by contribution assumption: employee only about $356,863 at 4% or $237,908 at 6%; with 50% employer match about $237,908 at 4% or $158,606 at 6%; with 100% employer match about $178,431 at 4% or $118,954 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 4 | $1,151,348 | $57,098 | $14,275iApproximate average salary by contribution assumption: employee only about $356,863 at 4% or $237,908 at 6%; with 50% employer match about $237,908 at 4% or $158,606 at 6%; with 100% employer match about $178,431 at 4% or $118,954 at 6%. |
| 2012 | 1 | 4 | $1,093,800 | $62,226 | $15,557iApproximate average salary by contribution assumption: employee only about $388,913 at 4% or $259,275 at 6%; with 50% employer match about $259,275 at 4% or $172,850 at 6%; with 100% employer match about $194,456 at 4% or $129,638 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 4 | $1,093,800 | $62,226 | $15,557iApproximate average salary by contribution assumption: employee only about $388,913 at 4% or $259,275 at 6%; with 50% employer match about $259,275 at 4% or $172,850 at 6%; with 100% employer match about $194,456 at 4% or $129,638 at 6%. |
| 2011 | 1 | 6 | $1,087,237 | $63,544 | $10,591iApproximate average salary by contribution assumption: employee only about $264,767 at 4% or $176,511 at 6%; with 50% employer match about $176,511 at 4% or $117,674 at 6%; with 100% employer match about $132,383 at 4% or $88,256 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $1,087,237 | $63,544 | $10,591iApproximate average salary by contribution assumption: employee only about $264,767 at 4% or $176,511 at 6%; with 50% employer match about $176,511 at 4% or $117,674 at 6%; with 100% employer match about $132,383 at 4% or $88,256 at 6%. |
| 2010 | 1 | 6 | $1,098,111 | $55,311 | $9,219iApproximate average salary by contribution assumption: employee only about $230,463 at 4% or $153,642 at 6%; with 50% employer match about $153,642 at 4% or $102,428 at 6%; with 100% employer match about $115,231 at 4% or $76,821 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $1,098,111 | $55,311 | $9,219iApproximate average salary by contribution assumption: employee only about $230,463 at 4% or $153,642 at 6%; with 50% employer match about $153,642 at 4% or $102,428 at 6%; with 100% employer match about $115,231 at 4% or $76,821 at 6%. |
| 2009 | 1 | 6 | $1,039,578 | $58,424 | $9,737iApproximate average salary by contribution assumption: employee only about $243,433 at 4% or $162,289 at 6%; with 50% employer match about $162,289 at 4% or $108,193 at 6%; with 100% employer match about $121,717 at 4% or $81,144 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $1,039,578 | $58,424 | $9,737iApproximate average salary by contribution assumption: employee only about $243,433 at 4% or $162,289 at 6%; with 50% employer match about $162,289 at 4% or $108,193 at 6%; with 100% employer match about $121,717 at 4% or $81,144 at 6%. |
| 2008 | 1 | 6 | $879,699 | $63,608 | $10,601iApproximate average salary by contribution assumption: employee only about $265,033 at 4% or $176,689 at 6%; with 50% employer match about $176,689 at 4% or $117,793 at 6%; with 100% employer match about $132,517 at 4% or $88,344 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $879,699 | $63,608 | $10,601iApproximate average salary by contribution assumption: employee only about $265,033 at 4% or $176,689 at 6%; with 50% employer match about $176,689 at 4% or $117,793 at 6%; with 100% employer match about $132,517 at 4% or $88,344 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $702,180 | $59,810 | $9,968iApproximate average salary by contribution assumption: employee only about $249,208 at 4% or $166,139 at 6%; with 50% employer match about $166,139 at 4% or $110,759 at 6%; with 100% employer match about $124,604 at 4% or $83,069 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $702,180 | $59,810 | $9,968iApproximate average salary by contribution assumption: employee only about $249,208 at 4% or $166,139 at 6%; with 50% employer match about $166,139 at 4% or $110,759 at 6%; with 100% employer match about $124,604 at 4% or $83,069 at 6%. |
| 2005 | 1 | 6 | $587,910 | $56,936 | $9,489iApproximate average salary by contribution assumption: employee only about $237,233 at 4% or $158,156 at 6%; with 50% employer match about $158,156 at 4% or $105,437 at 6%; with 100% employer match about $118,617 at 4% or $79,078 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $587,910 | $56,936 | $9,489iApproximate average salary by contribution assumption: employee only about $237,233 at 4% or $158,156 at 6%; with 50% employer match about $158,156 at 4% or $105,437 at 6%; with 100% employer match about $118,617 at 4% or $79,078 at 6%. |
| 2004 | 1 | 6 | $528,780 | $53,065 | $8,844iApproximate average salary by contribution assumption: employee only about $221,104 at 4% or $147,403 at 6%; with 50% employer match about $147,403 at 4% or $98,269 at 6%; with 100% employer match about $110,552 at 4% or $73,701 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $528,780 | $53,065 | $8,844iApproximate average salary by contribution assumption: employee only about $221,104 at 4% or $147,403 at 6%; with 50% employer match about $147,403 at 4% or $98,269 at 6%; with 100% employer match about $110,552 at 4% or $73,701 at 6%. |
| 2003 | 1 | 6 | $473,277 | $52,870 | $8,812iApproximate average salary by contribution assumption: employee only about $220,292 at 4% or $146,861 at 6%; with 50% employer match about $146,861 at 4% or $97,907 at 6%; with 100% employer match about $110,146 at 4% or $73,431 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | $473,277 | $52,870 | $8,812iApproximate average salary by contribution assumption: employee only about $220,292 at 4% or $146,861 at 6%; with 50% employer match about $146,861 at 4% or $97,907 at 6%; with 100% employer match about $110,146 at 4% or $73,431 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| David a Jacoby MD Money Purchase Pension Plan | - | 7 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| David a Jacoby MD Money Purchase Pension Plan | - | 6 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| David a Jacoby MD Money Purchase Pension Plan | - | 0 | - | - | - |
| 1999 | 1 | 3 | $267,603 | $28,677 | $9,559iApproximate average salary by contribution assumption: employee only about $238,975 at 4% or $159,317 at 6%; with 50% employer match about $159,317 at 4% or $106,211 at 6%; with 100% employer match about $119,488 at 4% or $79,658 at 6%. |
| David a Jacoby MD Money Purchase Pension Plan | - | 3 | $267,603 | $28,677 | $9,559iApproximate average salary by contribution assumption: employee only about $238,975 at 4% or $159,317 at 6%; with 50% employer match about $159,317 at 4% or $106,211 at 6%; with 100% employer match about $119,488 at 4% or $79,658 at 6%. |