2023 Form 5500 filing — The Jacobson Companies, Inc. Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617165416NAL0002388400001) for The Jacobson Companies, Inc. Profit Sharing Plan, reported by The Jacobson Companies, Inc. under EIN 86-0254134 and plan number 001. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240617165416NAL0002388400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Jacobson Companies, Inc.
- EIN
- 86-0254134
- Plan number
- 001
- Location
- Yuma, AZ
- Participants
- 72
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,079,368
- Total liabilities (EOY)
- $5,850
- Net assets (EOY)
- $3,073,518
- Employer contributions
- $200,000
- Participant contributions
- $56,700
- Total income / additions
- $462,099
- Benefits paid
- $322,641
- Administrative expenses
- $29,650
- Total expenses
- $353,082
- Net increase / (decrease)
- $109,017
- Schedule source
- Schedule I