Louis Jacobsen, Inc. 401(K) Plan — Form 5500 plan (Louis Jacobsen, 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, Louis Jacobsen, Inc. 401(K) Plan is a benefit plan reported by Louis Jacobsen, Inc. under EIN 84-3287599 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,296,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Louis Jacobsen, Inc.
EIN
84-3287599
Plan number
001
Plan type
2
Location
Edmonds, WA
Latest filing year
2023
Participants
1
End-of-year plan assets
$2,296,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20250320152757NAL0006887057001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,296,685
Total liabilities (EOY)
$0
Net assets (EOY)
$2,296,685
Net assets (BOY)
$2,263,672

Income & contributions

Employer contributions
$2,100
Participant contributions
$2,100
Total income / additions
$53,593

Expenses & distributions

Benefits paid
$20,580
Administrative expenses
$0
Total expenses
$20,580
Net increase / (decrease)
$33,013

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages