Civic Intelligence

Theodore E. Jacobson, D.D.S.

Plan context: THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN

EIN 94-2978688 • San Francisco, CA • 21 filings • 2 plans

450 Sutter Street, # 2600San Francisco, CA 94108
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$2,673,653

2017 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$2,673,653$1,336,827$0199920082016YearValue
$2,673,653Latest year 2016

Participants Over Time

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

740199920082016YearValue
3Latest year 2016

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
201710$0$0-
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-0$0$0-
201613$2,673,653$0-
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-3$2,673,653$0-
201513$2,417,081$0-
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-3$2,417,081$0-
201413$2,492,192$0-
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-3$2,492,192$0-
201313$2,424,405$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-3$2,424,405$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201213$2,024,554$53,400$17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-3$2,024,554$53,400$17,800iApproximate average salary by contribution assumption: employee only about $445,000 at 4% or $296,667 at 6%; with 50% employer match about $296,667 at 4% or $197,778 at 6%; with 100% employer match about $222,500 at 4% or $148,333 at 6%.
201113$1,791,970$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-3$1,791,970$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201013$1,750,481$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-3$1,750,481$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200912$1,415,109$246,526$123,263iApproximate average salary by contribution assumption: employee only about $3,081,575 at 4% or $2,054,383 at 6%; with 50% employer match about $2,054,383 at 4% or $1,369,589 at 6%; with 100% employer match about $1,540,788 at 4% or $1,027,192 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-2$1,415,109$246,526$123,263iApproximate average salary by contribution assumption: employee only about $3,081,575 at 4% or $2,054,383 at 6%; with 50% employer match about $2,054,383 at 4% or $1,369,589 at 6%; with 100% employer match about $1,540,788 at 4% or $1,027,192 at 6%.
200812$981,973$281,000$140,500iApproximate average salary by contribution assumption: employee only about $3,512,500 at 4% or $2,341,667 at 6%; with 50% employer match about $2,341,667 at 4% or $1,561,111 at 6%; with 100% employer match about $1,756,250 at 4% or $1,170,833 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-2$981,973$281,000$140,500iApproximate average salary by contribution assumption: employee only about $3,512,500 at 4% or $2,341,667 at 6%; with 50% employer match about $2,341,667 at 4% or $1,561,111 at 6%; with 100% employer match about $1,756,250 at 4% or $1,170,833 at 6%.
200712$0$0-
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-2---
200613$824,857$246,853$82,284iApproximate average salary by contribution assumption: employee only about $2,057,108 at 4% or $1,371,406 at 6%; with 50% employer match about $1,371,406 at 4% or $914,270 at 6%; with 100% employer match about $1,028,554 at 4% or $685,703 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-3$824,857$246,853$82,284iApproximate average salary by contribution assumption: employee only about $2,057,108 at 4% or $1,371,406 at 6%; with 50% employer match about $1,371,406 at 4% or $914,270 at 6%; with 100% employer match about $1,028,554 at 4% or $685,703 at 6%.
200512$534,635$167,029$83,515iApproximate average salary by contribution assumption: employee only about $2,087,863 at 4% or $1,391,908 at 6%; with 50% employer match about $1,391,908 at 4% or $927,939 at 6%; with 100% employer match about $1,043,931 at 4% or $695,954 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-2$534,635$167,029$83,515iApproximate average salary by contribution assumption: employee only about $2,087,863 at 4% or $1,391,908 at 6%; with 50% employer match about $1,391,908 at 4% or $927,939 at 6%; with 100% employer match about $1,043,931 at 4% or $695,954 at 6%.
200421$365,143$279,604$279,604iApproximate average salary by contribution assumption: employee only about $6,990,100 at 4% or $4,660,067 at 6%; with 50% employer match about $4,660,067 at 4% or $3,106,711 at 6%; with 100% employer match about $3,495,050 at 4% or $2,330,033 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-1$365,143$279,604$279,604iApproximate average salary by contribution assumption: employee only about $6,990,100 at 4% or $4,660,067 at 6%; with 50% employer match about $4,660,067 at 4% or $3,106,711 at 6%; with 100% employer match about $3,495,050 at 4% or $2,330,033 at 6%.
Theodore E. Jacobson, D.D.S. Profit Sharing Plan-0---
200324$221,040$75,171$18,793iApproximate average salary by contribution assumption: employee only about $469,819 at 4% or $313,213 at 6%; with 50% employer match about $313,213 at 4% or $208,808 at 6%; with 100% employer match about $234,909 at 4% or $156,606 at 6%.
Theodore E. Jacobson, D.D.S. Profit Sharing Plan-4$147,179$1,310$328iApproximate average salary by contribution assumption: employee only about $8,188 at 4% or $5,458 at 6%; with 50% employer match about $5,458 at 4% or $3,639 at 6%; with 100% employer match about $4,094 at 4% or $2,729 at 6%.
THEODORE E. JACOBSON, D.D.S. DEFINED BENEFIT PENSION PLAN-2$73,861$73,861$36,931iApproximate average salary by contribution assumption: employee only about $923,263 at 4% or $615,508 at 6%; with 50% employer match about $615,508 at 4% or $410,339 at 6%; with 100% employer match about $461,631 at 4% or $307,754 at 6%.
200215$132,371$47,891$9,578iApproximate average salary by contribution assumption: employee only about $239,455 at 4% or $159,637 at 6%; with 50% employer match about $159,637 at 4% or $106,424 at 6%; with 100% employer match about $119,728 at 4% or $79,818 at 6%.
Theodore E. Jacobson, D.D.S. Profit Sharing Plan-5$132,371$47,891$9,578iApproximate average salary by contribution assumption: employee only about $239,455 at 4% or $159,637 at 6%; with 50% employer match about $159,637 at 4% or $106,424 at 6%; with 100% employer match about $119,728 at 4% or $79,818 at 6%.
200116$98,508$38,722$6,454iApproximate average salary by contribution assumption: employee only about $161,342 at 4% or $107,561 at 6%; with 50% employer match about $107,561 at 4% or $71,707 at 6%; with 100% employer match about $80,671 at 4% or $53,781 at 6%.
Theodore E. Jacobson, D.D.S. Profit Sharing Plan-6$98,508$38,722$6,454iApproximate average salary by contribution assumption: employee only about $161,342 at 4% or $107,561 at 6%; with 50% employer match about $107,561 at 4% or $71,707 at 6%; with 100% employer match about $80,671 at 4% or $53,781 at 6%.
200017$66,631$34,866$4,981iApproximate average salary by contribution assumption: employee only about $124,521 at 4% or $83,014 at 6%; with 50% employer match about $83,014 at 4% or $55,343 at 6%; with 100% employer match about $62,261 at 4% or $41,507 at 6%.
Theodore E. Jacobson, D.D.S. Profit Sharing Plan-7$66,631$34,866$4,981iApproximate average salary by contribution assumption: employee only about $124,521 at 4% or $83,014 at 6%; with 50% employer match about $83,014 at 4% or $55,343 at 6%; with 100% employer match about $62,261 at 4% or $41,507 at 6%.
199916$37,604$37,604$6,267iApproximate average salary by contribution assumption: employee only about $156,683 at 4% or $104,456 at 6%; with 50% employer match about $104,456 at 4% or $69,637 at 6%; with 100% employer match about $78,342 at 4% or $52,228 at 6%.
Theodore E. Jacobson, D.D.S. Profit Sharing Plan-6$37,604$37,604$6,267iApproximate average salary by contribution assumption: employee only about $156,683 at 4% or $104,456 at 6%; with 50% employer match about $104,456 at 4% or $69,637 at 6%; with 100% employer match about $78,342 at 4% or $52,228 at 6%.