Civic Intelligence

Jacobson, White, Diamond & Bordy LLP

Plan context: Jacobson, White, Diamond & Bordy LLP 401K Profit Sharing Plan

EIN 95-4480869 • 8 filings • 5 plans

Current Snapshot

Latest Year

2006

2006 Participants

2

2006 Assets

$211,953

2006 Contributions

$11,267

Historical Graphs

Total Assets Over Time

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

$710,348$355,174$0199920032006YearValue
$211,953Latest year 2006

Participants Over Time

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

950199920032006YearValue
2Latest year 2006

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
200612$211,953$0-
Jacobson, White, Diamond & Bordy LLP 401K Profit Sharing Plan-2$211,953--
200512$196,104$11,267$5,634iApproximate average salary by contribution assumption: employee only about $140,838 at 4% or $93,892 at 6%; with 50% employer match about $93,892 at 4% or $62,594 at 6%; with 100% employer match about $70,419 at 4% or $46,946 at 6%.
Jacobson, White, Diamond & Bordy LLP 401K Profit Sharing Plan-2$196,104$11,267$5,634iApproximate average salary by contribution assumption: employee only about $140,838 at 4% or $93,892 at 6%; with 50% employer match about $93,892 at 4% or $62,594 at 6%; with 100% employer match about $70,419 at 4% or $46,946 at 6%.
200414$710,348$4,891$1,223iApproximate average salary by contribution assumption: employee only about $30,569 at 4% or $20,379 at 6%; with 50% employer match about $20,379 at 4% or $13,586 at 6%; with 100% employer match about $15,284 at 4% or $10,190 at 6%.
Jacobson, White, Diamond & Bordy LLP 401K Profit Sharing Plan-4$710,348$4,891$1,223iApproximate average salary by contribution assumption: employee only about $30,569 at 4% or $20,379 at 6%; with 50% employer match about $20,379 at 4% or $13,586 at 6%; with 100% employer match about $15,284 at 4% or $10,190 at 6%.
200316$636,575$19,806$3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%.
Jacobson, White, Diamond & Bordy LLP 401K Profit Sharing Plan-6$636,575$19,806$3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%.
200215$422,684$7,335$1,467iApproximate average salary by contribution assumption: employee only about $36,675 at 4% or $24,450 at 6%; with 50% employer match about $24,450 at 4% or $16,300 at 6%; with 100% employer match about $18,338 at 4% or $12,225 at 6%.
Jacobson, White, Diamond & Bordy LLP 401K Profit Sharing Plan-5$422,684$7,335$1,467iApproximate average salary by contribution assumption: employee only about $36,675 at 4% or $24,450 at 6%; with 50% employer match about $24,450 at 4% or $16,300 at 6%; with 100% employer match about $18,338 at 4% or $12,225 at 6%.
200119$0$0-
Jacobson, White, Diamond & Bordy LLP 401K Profit Sharing Plan-9---
200018$630,325$82,524$10,316iApproximate average salary by contribution assumption: employee only about $257,888 at 4% or $171,925 at 6%; with 50% employer match about $171,925 at 4% or $114,617 at 6%; with 100% employer match about $128,944 at 4% or $85,963 at 6%.
Jacobson, White, Diamond & Bordy LLP 401K Profit Sharing Plan-8$630,325$82,524$10,316iApproximate average salary by contribution assumption: employee only about $257,888 at 4% or $171,925 at 6%; with 50% employer match about $171,925 at 4% or $114,617 at 6%; with 100% employer match about $128,944 at 4% or $85,963 at 6%.
199919$520,993$116,891$12,988iApproximate average salary by contribution assumption: employee only about $324,697 at 4% or $216,465 at 6%; with 50% employer match about $216,465 at 4% or $144,310 at 6%; with 100% employer match about $162,349 at 4% or $108,232 at 6%.
Jacobson, White, Diamond & Bordy LLP 401K Profit Sharing Plan-9$520,993$116,891$12,988iApproximate average salary by contribution assumption: employee only about $324,697 at 4% or $216,465 at 6%; with 50% employer match about $216,465 at 4% or $144,310 at 6%; with 100% employer match about $162,349 at 4% or $108,232 at 6%.