Plan5500

Jacob Stern & Sons, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jacob Stern & Sons, Inc. (EIN 23-2150415) is a plan sponsor located in Santa Barbara, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-2150415
Location
Santa Barbara, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Jacob Stern & Sons, Inc.

  • 3 loaded plans hold $26M in reported assets.
  • The largest, Jacob Stern & Sons, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 289 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.9MSummed across loaded plans$25,912,908
Total reported assets$26M$25,958,707
Total reported participants289
Total reported liabilities$45.8K$45,799

Reported net position

Reported assets = net assets + liabilities (summed)$26M total assets
Net assets$25.9MLiabilities$45.8K
Contributions & income
Employer contributions$474.9K
Participant contributions$1.4M
Total income / additions$6.2M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$4.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Jacob Stern & Sons, Inc. 401(K) Profit Sharing Plan
Participants per plan96Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Jacob Stern & Sons, Inc. 401(K) Profit Sharing Plan$25.9M
    Plan #001 · 132 participants · 2023
  2. 2
    Jacob Stern & Sons, Inc.- Flexible Benefits Plan$46.8K
    Plan #502 · 23 participants · 2023
  3. 3
    Jacob Stern & Sons, Inc. Specific Stop Loss Plannot reported in the loaded dataset
    Plan #501 · 134 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Jacob Stern & Sons, Inc.. Open one for its full reported snapshot.

  1. 2023
    Jacob Stern & Sons, Inc.- Flexible Benefits Plan23 participants · 2Sch I
    View filing →
  2. 2023
    Jacob Stern & Sons, Inc. 401(K) Profit Sharing Plan132 participants · 2Sch HSch C
    View filing →
  3. 2023
    Jacob Stern & Sons, Inc. Specific Stop Loss Plan134 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jacob Stern & Sons, Inc. report on Form 5500?
Jacob Stern & Sons, Inc. (EIN 23-2150415) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jacob Stern & Sons, Inc.?
The Employer Identification Number (EIN) reported for Jacob Stern & Sons, Inc. is 23-2150415.
What is the latest Form 5500 filing year for Jacob Stern & Sons, Inc.?
The latest loaded Form 5500 filing year for Jacob Stern & Sons, Inc. is 2023.

Related Form 5500 pages