Civic Intelligence

Terry L Jacoby Fin Mgt Inc

Plan context: Terry L Jacoby Fin Mgt Inc 401(K) Plan

EIN 95-4153092 • Los Angeles, CA • 19 filings • 3 plans

12300 Wilshire BlvdSuite 300Los Angeles, CA 90025
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$157,341

2024 Contributions

$34,041

Historical Graphs

Total Assets Over Time

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

$568,955$284,478$0200420132024YearValue
$157,341Latest year 2024

Participants Over Time

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

1160200420132024YearValue
8Latest year 2024

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
202418$157,341$34,041$4,255iApproximate average salary by contribution assumption: employee only about $106,378 at 4% or $70,919 at 6%; with 50% employer match about $70,919 at 4% or $47,279 at 6%; with 100% employer match about $53,189 at 4% or $35,459 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-8$157,341$34,041$4,255iApproximate average salary by contribution assumption: employee only about $106,378 at 4% or $70,919 at 6%; with 50% employer match about $70,919 at 4% or $47,279 at 6%; with 100% employer match about $53,189 at 4% or $35,459 at 6%.
202318$108,710$37,791$4,724iApproximate average salary by contribution assumption: employee only about $118,097 at 4% or $78,731 at 6%; with 50% employer match about $78,731 at 4% or $52,488 at 6%; with 100% employer match about $59,048 at 4% or $39,366 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-8$108,710$37,791$4,724iApproximate average salary by contribution assumption: employee only about $118,097 at 4% or $78,731 at 6%; with 50% employer match about $78,731 at 4% or $52,488 at 6%; with 100% employer match about $59,048 at 4% or $39,366 at 6%.
202218$57,320$30,722$3,840iApproximate average salary by contribution assumption: employee only about $96,006 at 4% or $64,004 at 6%; with 50% employer match about $64,004 at 4% or $42,669 at 6%; with 100% employer match about $48,003 at 4% or $32,002 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-8$57,320$30,722$3,840iApproximate average salary by contribution assumption: employee only about $96,006 at 4% or $64,004 at 6%; with 50% employer match about $64,004 at 4% or $42,669 at 6%; with 100% employer match about $48,003 at 4% or $32,002 at 6%.
202117$33,843$13,127$1,875iApproximate average salary by contribution assumption: employee only about $46,882 at 4% or $31,255 at 6%; with 50% employer match about $31,255 at 4% or $20,837 at 6%; with 100% employer match about $23,441 at 4% or $15,627 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-7$33,843$13,127$1,875iApproximate average salary by contribution assumption: employee only about $46,882 at 4% or $31,255 at 6%; with 50% employer match about $31,255 at 4% or $20,837 at 6%; with 100% employer match about $23,441 at 4% or $15,627 at 6%.
202016$18,351$12,683$2,114iApproximate average salary by contribution assumption: employee only about $52,846 at 4% or $35,231 at 6%; with 50% employer match about $35,231 at 4% or $23,487 at 6%; with 100% employer match about $26,423 at 4% or $17,615 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-6$18,351$12,683$2,114iApproximate average salary by contribution assumption: employee only about $52,846 at 4% or $35,231 at 6%; with 50% employer match about $35,231 at 4% or $23,487 at 6%; with 100% employer match about $26,423 at 4% or $17,615 at 6%.
201916$3,233$3,152$525iApproximate average salary by contribution assumption: employee only about $13,133 at 4% or $8,756 at 6%; with 50% employer match about $8,756 at 4% or $5,837 at 6%; with 100% employer match about $6,567 at 4% or $4,378 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-6$3,233$3,152$525iApproximate average salary by contribution assumption: employee only about $13,133 at 4% or $8,756 at 6%; with 50% employer match about $8,756 at 4% or $5,837 at 6%; with 100% employer match about $6,567 at 4% or $4,378 at 6%.
201610$0$0-
Terry L Jacoby Fin Mgt Inc 401(K) Plan-0$0--
201513$468,356$1,100$367iApproximate average salary by contribution assumption: employee only about $9,167 at 4% or $6,111 at 6%; with 50% employer match about $6,111 at 4% or $4,074 at 6%; with 100% employer match about $4,583 at 4% or $3,056 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-3$468,356$1,100$367iApproximate average salary by contribution assumption: employee only about $9,167 at 4% or $6,111 at 6%; with 50% employer match about $6,111 at 4% or $4,074 at 6%; with 100% employer match about $4,583 at 4% or $3,056 at 6%.
2014111$568,955$14,325$1,302iApproximate average salary by contribution assumption: employee only about $32,557 at 4% or $21,705 at 6%; with 50% employer match about $21,705 at 4% or $14,470 at 6%; with 100% employer match about $16,278 at 4% or $10,852 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-11$568,955$14,325$1,302iApproximate average salary by contribution assumption: employee only about $32,557 at 4% or $21,705 at 6%; with 50% employer match about $21,705 at 4% or $14,470 at 6%; with 100% employer match about $16,278 at 4% or $10,852 at 6%.
201319$520,924$13,200$1,467iApproximate average salary by contribution assumption: employee only about $36,667 at 4% or $24,444 at 6%; with 50% employer match about $24,444 at 4% or $16,296 at 6%; with 100% employer match about $18,333 at 4% or $12,222 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-9$520,924$13,200$1,467iApproximate average salary by contribution assumption: employee only about $36,667 at 4% or $24,444 at 6%; with 50% employer match about $24,444 at 4% or $16,296 at 6%; with 100% employer match about $18,333 at 4% or $12,222 at 6%.
201219$436,084$8,625$958iApproximate average salary by contribution assumption: employee only about $23,958 at 4% or $15,972 at 6%; with 50% employer match about $15,972 at 4% or $10,648 at 6%; with 100% employer match about $11,979 at 4% or $7,986 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-9$436,084$8,625$958iApproximate average salary by contribution assumption: employee only about $23,958 at 4% or $15,972 at 6%; with 50% employer match about $15,972 at 4% or $10,648 at 6%; with 100% employer match about $11,979 at 4% or $7,986 at 6%.
201116$378,401$6,175$1,029iApproximate average salary by contribution assumption: employee only about $25,729 at 4% or $17,153 at 6%; with 50% employer match about $17,153 at 4% or $11,435 at 6%; with 100% employer match about $12,865 at 4% or $8,576 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-6$378,401$6,175$1,029iApproximate average salary by contribution assumption: employee only about $25,729 at 4% or $17,153 at 6%; with 50% employer match about $17,153 at 4% or $11,435 at 6%; with 100% employer match about $12,865 at 4% or $8,576 at 6%.
201016$382,907$0-
Terry L Jacoby Fin Mgt Inc 401(K) Plan-6$382,907$0-
200916$353,052$64,688$10,781iApproximate average salary by contribution assumption: employee only about $269,533 at 4% or $179,689 at 6%; with 50% employer match about $179,689 at 4% or $119,793 at 6%; with 100% employer match about $134,767 at 4% or $89,844 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-6$353,052$64,688$10,781iApproximate average salary by contribution assumption: employee only about $269,533 at 4% or $179,689 at 6%; with 50% employer match about $179,689 at 4% or $119,793 at 6%; with 100% employer match about $134,767 at 4% or $89,844 at 6%.
200815$259,991$60,387$12,077iApproximate average salary by contribution assumption: employee only about $301,935 at 4% or $201,290 at 6%; with 50% employer match about $201,290 at 4% or $134,193 at 6%; with 100% employer match about $150,968 at 4% or $100,645 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-5$259,991$60,387$12,077iApproximate average salary by contribution assumption: employee only about $301,935 at 4% or $201,290 at 6%; with 50% employer match about $201,290 at 4% or $134,193 at 6%; with 100% employer match about $150,968 at 4% or $100,645 at 6%.
200715$270,746$66,772$13,354iApproximate average salary by contribution assumption: employee only about $333,860 at 4% or $222,573 at 6%; with 50% employer match about $222,573 at 4% or $148,382 at 6%; with 100% employer match about $166,930 at 4% or $111,287 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-5$270,746$66,772$13,354iApproximate average salary by contribution assumption: employee only about $333,860 at 4% or $222,573 at 6%; with 50% employer match about $222,573 at 4% or $148,382 at 6%; with 100% employer match about $166,930 at 4% or $111,287 at 6%.
200615$200,899$63,260$12,652iApproximate average salary by contribution assumption: employee only about $316,300 at 4% or $210,867 at 6%; with 50% employer match about $210,867 at 4% or $140,578 at 6%; with 100% employer match about $158,150 at 4% or $105,433 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-5$200,899$63,260$12,652iApproximate average salary by contribution assumption: employee only about $316,300 at 4% or $210,867 at 6%; with 50% employer match about $210,867 at 4% or $140,578 at 6%; with 100% employer match about $158,150 at 4% or $105,433 at 6%.
200514$122,652$61,263$15,316iApproximate average salary by contribution assumption: employee only about $382,894 at 4% or $255,263 at 6%; with 50% employer match about $255,263 at 4% or $170,175 at 6%; with 100% employer match about $191,447 at 4% or $127,631 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-4$122,652$61,263$15,316iApproximate average salary by contribution assumption: employee only about $382,894 at 4% or $255,263 at 6%; with 50% employer match about $255,263 at 4% or $170,175 at 6%; with 100% employer match about $191,447 at 4% or $127,631 at 6%.
200415$57,471$57,471$11,494iApproximate average salary by contribution assumption: employee only about $287,355 at 4% or $191,570 at 6%; with 50% employer match about $191,570 at 4% or $127,713 at 6%; with 100% employer match about $143,678 at 4% or $95,785 at 6%.
Terry L Jacoby Fin Mgt Inc 401(K) Plan-5$57,471$57,471$11,494iApproximate average salary by contribution assumption: employee only about $287,355 at 4% or $191,570 at 6%; with 50% employer match about $191,570 at 4% or $127,713 at 6%; with 100% employer match about $143,678 at 4% or $95,785 at 6%.