Civic Intelligence

Linda Jacobs

Plan context: Linda Jacobs Financial Services Retirement Plan

EIN 94-3143580 • Berkeley, CA • 16 filings • 2 plans

1510 Walnut Street, Suite EBerkeley, CA 94709-1565
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$1,569,918

2016 Contributions

$7,000

Historical Graphs

Total Assets Over Time

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

$1,611,511$805,756$0200120092015YearValue
$1,569,918Latest year 2015

Participants Over Time

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

630200120082015YearValue
4Latest year 2015

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
201610$0$7,000-
Linda Jacobs Financial Services Retirement Plan-0$0$7,000-
201514$1,569,918$33,478$8,370iApproximate average salary by contribution assumption: employee only about $209,238 at 4% or $139,492 at 6%; with 50% employer match about $139,492 at 4% or $92,994 at 6%; with 100% employer match about $104,619 at 4% or $69,746 at 6%.
Linda Jacobs Financial Services Retirement Plan-4$1,569,918$33,478$8,370iApproximate average salary by contribution assumption: employee only about $209,238 at 4% or $139,492 at 6%; with 50% employer match about $139,492 at 4% or $92,994 at 6%; with 100% employer match about $104,619 at 4% or $69,746 at 6%.
201413$1,611,511$50,201$16,734iApproximate average salary by contribution assumption: employee only about $418,342 at 4% or $278,894 at 6%; with 50% employer match about $278,894 at 4% or $185,930 at 6%; with 100% employer match about $209,171 at 4% or $139,447 at 6%.
Linda Jacobs Financial Services Retirement Plan-3$1,611,511$50,201$16,734iApproximate average salary by contribution assumption: employee only about $418,342 at 4% or $278,894 at 6%; with 50% employer match about $278,894 at 4% or $185,930 at 6%; with 100% employer match about $209,171 at 4% or $139,447 at 6%.
201314$1,420,994$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%.
Linda Jacobs Financial Services Retirement Plan-4$1,420,994$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%.
201216$1,181,473$22,840$3,807iApproximate average salary by contribution assumption: employee only about $95,167 at 4% or $63,444 at 6%; with 50% employer match about $63,444 at 4% or $42,296 at 6%; with 100% employer match about $47,583 at 4% or $31,722 at 6%.
Linda Jacobs Financial Services Retirement Plan-6$1,181,473$22,840$3,807iApproximate average salary by contribution assumption: employee only about $95,167 at 4% or $63,444 at 6%; with 50% employer match about $63,444 at 4% or $42,296 at 6%; with 100% employer match about $47,583 at 4% or $31,722 at 6%.
201116$1,026,982$36,908$6,151iApproximate average salary by contribution assumption: employee only about $153,783 at 4% or $102,522 at 6%; with 50% employer match about $102,522 at 4% or $68,348 at 6%; with 100% employer match about $76,892 at 4% or $51,261 at 6%.
Linda Jacobs Financial Services Retirement Plan-6$1,026,982$36,908$6,151iApproximate average salary by contribution assumption: employee only about $153,783 at 4% or $102,522 at 6%; with 50% employer match about $102,522 at 4% or $68,348 at 6%; with 100% employer match about $76,892 at 4% or $51,261 at 6%.
201016$960,434$49,504$8,251iApproximate average salary by contribution assumption: employee only about $206,267 at 4% or $137,511 at 6%; with 50% employer match about $137,511 at 4% or $91,674 at 6%; with 100% employer match about $103,133 at 4% or $68,756 at 6%.
Linda Jacobs Financial Services Retirement Plan-6$960,434$49,504$8,251iApproximate average salary by contribution assumption: employee only about $206,267 at 4% or $137,511 at 6%; with 50% employer match about $137,511 at 4% or $91,674 at 6%; with 100% employer match about $103,133 at 4% or $68,756 at 6%.
200916$813,732$47,144$7,857iApproximate average salary by contribution assumption: employee only about $196,433 at 4% or $130,956 at 6%; with 50% employer match about $130,956 at 4% or $87,304 at 6%; with 100% employer match about $98,217 at 4% or $65,478 at 6%.
Linda Jacobs Financial Services Retirement Plan-6$813,732$47,144$7,857iApproximate average salary by contribution assumption: employee only about $196,433 at 4% or $130,956 at 6%; with 50% employer match about $130,956 at 4% or $87,304 at 6%; with 100% employer match about $98,217 at 4% or $65,478 at 6%.
200816$553,796$60,084$10,014iApproximate average salary by contribution assumption: employee only about $250,350 at 4% or $166,900 at 6%; with 50% employer match about $166,900 at 4% or $111,267 at 6%; with 100% employer match about $125,175 at 4% or $83,450 at 6%.
Linda Jacobs Financial Services Retirement Plan-6$553,796$60,084$10,014iApproximate average salary by contribution assumption: employee only about $250,350 at 4% or $166,900 at 6%; with 50% employer match about $166,900 at 4% or $111,267 at 6%; with 100% employer match about $125,175 at 4% or $83,450 at 6%.
200715$0$0-
Linda Jacobs Financial Services Retirement Plan-5---
200615$580,823$50,910$10,182iApproximate average salary by contribution assumption: employee only about $254,550 at 4% or $169,700 at 6%; with 50% employer match about $169,700 at 4% or $113,133 at 6%; with 100% employer match about $127,275 at 4% or $84,850 at 6%.
Linda Jacobs Financial Services Retirement Plan-5$580,823$50,910$10,182iApproximate average salary by contribution assumption: employee only about $254,550 at 4% or $169,700 at 6%; with 50% employer match about $169,700 at 4% or $113,133 at 6%; with 100% employer match about $127,275 at 4% or $84,850 at 6%.
200514$472,248$43,224$10,806iApproximate average salary by contribution assumption: employee only about $270,150 at 4% or $180,100 at 6%; with 50% employer match about $180,100 at 4% or $120,067 at 6%; with 100% employer match about $135,075 at 4% or $90,050 at 6%.
Linda Jacobs Financial Services Retirement Plan-4$472,248$43,224$10,806iApproximate average salary by contribution assumption: employee only about $270,150 at 4% or $180,100 at 6%; with 50% employer match about $180,100 at 4% or $120,067 at 6%; with 100% employer match about $135,075 at 4% or $90,050 at 6%.
200414$382,483$76,005$19,001iApproximate average salary by contribution assumption: employee only about $475,031 at 4% or $316,688 at 6%; with 50% employer match about $316,688 at 4% or $211,125 at 6%; with 100% employer match about $237,516 at 4% or $158,344 at 6%.
Linda Jacobs Financial Services Retirement Plan-4$382,483$76,005$19,001iApproximate average salary by contribution assumption: employee only about $475,031 at 4% or $316,688 at 6%; with 50% employer match about $316,688 at 4% or $211,125 at 6%; with 100% employer match about $237,516 at 4% or $158,344 at 6%.
200312$275,567$34,383$17,192iApproximate average salary by contribution assumption: employee only about $429,788 at 4% or $286,525 at 6%; with 50% employer match about $286,525 at 4% or $191,017 at 6%; with 100% employer match about $214,894 at 4% or $143,263 at 6%.
Linda Jacobs Financial Services Retirement Plan-2$275,567$34,383$17,192iApproximate average salary by contribution assumption: employee only about $429,788 at 4% or $286,525 at 6%; with 50% employer match about $286,525 at 4% or $191,017 at 6%; with 100% employer match about $214,894 at 4% or $143,263 at 6%.
200212$0$0-
Linda Jacobs Financial Services Retirement Plan-2---
200113$126,445$16,412$5,471iApproximate average salary by contribution assumption: employee only about $136,767 at 4% or $91,178 at 6%; with 50% employer match about $91,178 at 4% or $60,785 at 6%; with 100% employer match about $68,383 at 4% or $45,589 at 6%.
Linda Jacobs Financial Services Retirement Plan-3$126,445$16,412$5,471iApproximate average salary by contribution assumption: employee only about $136,767 at 4% or $91,178 at 6%; with 50% employer match about $91,178 at 4% or $60,785 at 6%; with 100% employer match about $68,383 at 4% or $45,589 at 6%.