2023 Form 5500 filing — Jacobsen Construction Company, Inc. Employee Stock Ownership 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 20240920061250NAL0004243603001) for Jacobsen Construction Company, Inc. Employee Stock Ownership Plan, reported by Jacobsen Construction Company, Inc. under EIN 87-0256624 and plan number 002. It reports 660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$111.2MReported net assets$111,242,710
Participants660
Provider compensation$47.2K3 Schedule C row(s)$47,193
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920061250NAL0004243603001
- Plan sponsor
- Jacobsen Construction Company, Inc.
- EIN
- 87-0256624
- Plan number
- 002
- Location
- Salt Lake City, UT
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$111.2M total assets
Net assets$111.2MLiabilities$722
Full reported line items
- Total assets (EOY)
- $111,243,432
- Total liabilities (EOY)
- $722
- Net assets (EOY)
- $111,242,710
- Employer contributions
- $8,500,000
- Total income / additions
- $20,345,019
- Benefits paid
- $6,675,554
- Administrative expenses
- $26,484
- Total expenses
- $6,702,038
- Net increase / (decrease)
- $13,642,981
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3