Plain-English plan 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, La Cava, Jacobson & Goodis, P.A. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by La Cava, Jacobson & Goodis, P.A. under EIN 27-2360538 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $9,792,675 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,792,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,792,675
- Net assets (BOY)
- $6,929,858
Income & contributions
- Employer contributions
- $344,293
- Participant contributions
- $879,052
- Total contributions
- $2,171,689
- Total income / additions
- $3,685,613
Expenses & distributions
- Benefits paid
- $773,996
- Administrative expenses
- $48,800
- Total expenses
- $822,796
- Net increase / (decrease)
- $2,862,817