2023 Form 5500 filing — Jacobsen/Daniels Associates 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 20241015111926NAL0016216611003) for Jacobsen/Daniels Associates 401(K) Plan, reported by Jacobsen/Daniels Associates under EIN 01-0556836 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111926NAL0016216611003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacobsen/Daniels Associates
- EIN
- 01-0556836
- Plan number
- 001
- Location
- Ypsilanti, MI
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,325,884
- Net assets (EOY)
- $11,325,884
- Employer contributions
- $553,055
- Participant contributions
- $833,049
- Total income / additions
- $2,882,295
- Benefits paid
- $297,025
- Administrative expenses
- $7,910
- Total expenses
- $304,935
- Net increase / (decrease)
- $2,577,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |