Plan5500

Jagoe Homes — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Jagoe Homes (EIN 61-1072545) is a plan sponsor located in Owensboro, KY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
61-1072545
Location
Owensboro, KY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Jagoe Homes

  • 2 loaded plans hold $5.5M in reported assets.
  • The largest, Jagoe Homes, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 270 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.5MSummed across loaded plans$5,486,857
Total reported assets$5.5M$5,486,857
Total reported participants270
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.5M total assets
Net assets$5.5MLiabilities$0
Contributions & income
Employer contributions$265.7K
Participant contributions$428.9K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$736.9K
Total expenses$742.2K
Net increase / (decrease)$762.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Jagoe Homes, Inc. 401(K) Plan
Participants per plan135Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Jagoe Homes, Inc. 401(K) Plan$5.5M
    Plan #001 · 132 participants · 2023
  2. 2
    Jagoe Homes Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 138 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Jagoe Homes. Open one for its full reported snapshot.

  1. 2023
    Jagoe Homes, Inc. 401(K) Plan132 participants · 2Sch H
    View filing →
  2. 2023
    Jagoe Homes Health And Welfare Plan138 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jagoe Homes report on Form 5500?
Jagoe Homes (EIN 61-1072545) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jagoe Homes?
The Employer Identification Number (EIN) reported for Jagoe Homes is 61-1072545.
What is the latest Form 5500 filing year for Jagoe Homes?
The latest loaded Form 5500 filing year for Jagoe Homes is 2023.

Related Form 5500 pages