Jacobsen Pilot Service, 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, Jacobsen Pilot Service, Inc. (EIN 95-2092412) is a plan sponsor located in Long Beach, CA 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
95-2092412
Location
Long Beach, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.1MSummed across loaded plans$39,102,050
Total reported assets$39.1M$39,102,050
Total reported participants82
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.1M total assets
Net assets$39.1MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$765.2K
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$3.9M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements2 / 2 (100%)
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%Jacobsen Pilot Service, Inc. 401(K) Plan
Participants per plan41Average 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
    Plan #003 · 42 participants · 2023
  2. 2
    Plan #001 · 40 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jacobsen Pilot Service, Inc.
YearPlanParticipantsSchedulesFiling
2023Jacobsen Pilot Service, Inc. 401(K) Plan42I20240524170455NAL0011837328001
2023Jacobsen Pilot Service, Inc. Profit Sharing Plan40I20240913135952NAL0017141728001

Related Form 5500 pages