2023 Form 5500 filing — Jacobsen Pilot Service, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240524170455NAL0011837328001) for Jacobsen Pilot Service, Inc. 401(K) Plan, reported by Jacobsen Pilot Service, Inc. under EIN 95-2092412 and plan number 003. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$39.1MReported net assets$39,102,050
Participants42
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240524170455NAL0011837328001
Plan sponsor
Jacobsen Pilot Service, Inc.
EIN
95-2092412
Plan number
003
Location
Long Beach, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$39.1M total assets
Net assets$39.1MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$2.7M
Benefits paid / distributions$2.8M
Contributions
Employer$741K
Participant$765.2K
Full reported line items
Total assets (EOY)
$39,102,050
Total liabilities (EOY)
$0
Net assets (EOY)
$39,102,050
Employer contributions
$741,007
Participant contributions
$765,218
Total income / additions
$7,154,193
Benefits paid
$2,750,614
Administrative expenses
-$4,222
Total expenses
$2,746,392
Net increase / (decrease)
$4,407,801

Related Form 5500 pages