2023 Form 5500 filing — Don Jacobs Organization Retirement 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 20241009093818NAL0032331952001) for Don Jacobs Organization Retirement Plan, reported by Don Jacobs Imports, Inc. under EIN 61-0709094 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009093818NAL0032331952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Don Jacobs Imports, Inc.
- EIN
- 61-0709094
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,712,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,712,408
- Employer contributions
- $276,679
- Participant contributions
- $767,375
- Total income / additions
- $2,774,783
- Benefits paid
- $618,114
- Administrative expenses
- $81,362
- Total expenses
- $699,476
- Net increase / (decrease)
- $2,075,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Digital Investment Advisors | NONE | $39,786 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $36,766 | $0 |
| Nextcapital Group, Inc. | NONE | $4,809 | not reported in the loaded dataset |