How many benefit plans does Jacobson Holdings, Inc. report on Form 5500?

Jacobson Holdings, Inc. (EIN 83-2239067) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Jacobson Holdings, Inc.?

The Employer Identification Number (EIN) reported for Jacobson Holdings, Inc. is 83-2239067.

What is the latest Form 5500 filing year for Jacobson Holdings, Inc.?

The latest loaded Form 5500 filing year for Jacobson Holdings, Inc. is 2023.

Jacobson Holdings, Inc. — 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, Jacobson Holdings, Inc. (EIN 83-2239067) is a plan sponsor located in Olathe, KS with 2 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: 83-2239067
Location: Olathe, KS
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,710,370
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,710,370

Contributions & income

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

Expenses & distributions

Benefits paid / distributions: $1,774,348
Total expenses: $1,924,560
Net increase / (decrease): $1,592,638

Coverage

Total reported participants: 1,946
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Jacobson Holdings, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Jacobson Holdings, Inc. 401(K) Profit Sharing Plan	001	1,285	$14,710,370	2023
Jacobson Holdings, Inc. Health & Welfare Benefit Plan	501	661	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jacobson Holdings, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Jacobson Holdings, Inc. Health & Welfare Benefit Plan	661	—	20240717175735NAL0004580385001
2023	Jacobson Holdings, Inc. 401(K) Profit Sharing Plan	1,285	H, C	20241014105720NAL0014802531001