Plan5500

Jacobson Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Jacobson Holdings, Inc.)

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, Jacobson Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Jacobson Holdings, Inc. under EIN 83-2239067 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,285 participants and $14,710,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jacobson Holdings, Inc.
EIN
83-2239067
Plan number
001
Plan type
2
Location
Olathe, KS
Latest filing year
2023
Participants
1,285
End-of-year plan assets
$14,710,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,285H, C20241014105720NAL0014802531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,710,370
Total liabilities (EOY)
$0
Net assets (EOY)
$14,710,370
Net assets (BOY)
$13,117,732

Income & contributions

Employer contributions
$273,239
Participant contributions
$1,089,821
Total contributions
$1,425,777
Total income / additions
$3,517,198

Expenses & distributions

Benefits paid
$1,774,348
Administrative expenses
$150,212
Total expenses
$1,924,560
Net increase / (decrease)
$1,592,638

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tpp Retirement Plan Specialists LLCNONE$78,737not reported in the loaded dataset2023
Creative PlanningNONE$71,475not reported in the loaded dataset2023

Related Form 5500 pages