Search public Form 5500 filings

Plans

• planJacob Stern & Sons, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $25.9Mreported assets (EOY)
  Sponsor: Jacob Stern & Sons, Inc.EIN: 23-2150415Plan: 001Participants: 132Assets: $25,911,907Net assets: $25.9MAssets / participant: $196.3KLocation: Santa Barbara, CALatest: 2023
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• planJacob Stern & Sons, Inc.- Flexible Benefits PlanFinancial statement2023 filing
  $46.8Kreported assets (EOY)
  Sponsor: Jacob Stern & Sons, Inc.EIN: 23-2150415Plan: 502Participants: 23Assets: $46,800Net assets: $1KAssets / participant: $2KLocation: Santa Barbara, CALatest: 2023
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• planJacob Stern & Sons, Inc. Specific Stop Loss Plan2023 filing
  Sponsor: Jacob Stern & Sons, Inc.EIN: 23-2150415Plan: 501Participants: 134Assets: not reported in the loaded datasetLocation: Santa Barbara, CALatest: 2023
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