Jacobsen Construction Company, Inc. 401(K) Plan — Form 5500 plan (Jacobsen Construction Company, 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, Jacobsen Construction Company, Inc. 401(K) Plan is a benefit plan reported by Jacobsen Construction Company, Inc. under EIN 87-0256624 and plan number 001. The latest loaded filing year is 2023. The filing reports 737 participants and $48,764,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacobsen Construction Company, Inc.
- EIN
- 87-0256624
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 737
- End-of-year plan assets
- $48,764,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 737 | H, C | 20240920060916NAL0009870752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,764,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,764,733
- Net assets (BOY)
- $41,500,353
Income & contributions
- Employer contributions
- $581,198
- Participant contributions
- $4,171,930
- Total contributions
- $4,848,676
- Total income / additions
- $12,423,817
Expenses & distributions
- Benefits paid
- $4,987,595
- Administrative expenses
- $171,842
- Total expenses
- $5,159,437
- Net increase / (decrease)
- $7,264,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $171,841 | $1,101 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $75,579 | 2023 |
| Tanner LLC | ACCOUNTANT | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jacobsen Construction Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Tanner LLC — Schedule C compensation