Plan5500

Daniel L Jacob & Co., 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, Daniel L Jacob & Co., Inc. (EIN 38-2324095) is a plan sponsor located in Jackson, MI 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
38-2324095
Location
Jackson, MI
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 Daniel L Jacob & Co., Inc.

  • 3 loaded plans hold $11.8M in reported assets.
  • The largest, Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan, holds 41% of this company's reported plan assets.
  • Plans cover 93 reported participants.
  • 3 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.8MSummed across loaded plans$11,756,914
Total reported assets$11.8M$11,756,914
Total reported participants93
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.8MLiabilities$0
Contributions & income
Employer contributions$127.2K
Participant contributions$182K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$633.9K
Total expenses$661.9K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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 assets41%Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan
Participants per plan31Average 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
    Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan$4.8M
    Plan #002 · 41 participants · 2023
  2. 2
    Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees$3.9M
    Plan #003 · 27 participants · 2023
  3. 3
    Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees$3M
    Plan #004 · 25 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 Daniel L Jacob & Co., Inc.. Open one for its full reported snapshot.

  1. 2023
    Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 1038 Employees27 participants · 2Sch I
    View filing →
  2. 2023
    Daniel L. Jacob & Co.,Inc. Employees Retirement Savings Plan41 participants · 2Sch I
    View filing →
  3. 2023
    Daniel L. Jacob & Co., Inc. Retirement Plan - Hourly 247 Employees25 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Daniel L Jacob & Co., Inc. report on Form 5500?
Daniel L Jacob & Co., Inc. (EIN 38-2324095) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Daniel L Jacob & Co., Inc.?
The Employer Identification Number (EIN) reported for Daniel L Jacob & Co., Inc. is 38-2324095.
What is the latest Form 5500 filing year for Daniel L Jacob & Co., Inc.?
The latest loaded Form 5500 filing year for Daniel L Jacob & Co., Inc. is 2023.

Related Form 5500 pages