2023 Form 5500 filing — Jacobson Holdings, Inc. 401(K) 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 20241014105720NAL0014802531001) for Jacobson Holdings, Inc. 401(K) Profit Sharing Plan, reported by Jacobson Holdings, Inc. under EIN 83-2239067 and plan number 001. It reports 1,285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105720NAL0014802531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacobson Holdings, Inc.
- EIN
- 83-2239067
- Plan number
- 001
- Location
- Olathe, KS
- Participants
- 1,285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,710,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,710,370
- Employer contributions
- $273,239
- Participant contributions
- $1,089,821
- Total income / additions
- $3,517,198
- Benefits paid
- $1,774,348
- Administrative expenses
- $150,212
- Total expenses
- $1,924,560
- Net increase / (decrease)
- $1,592,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tpp Retirement Plan Specialists LLC | NONE | $78,737 | not reported in the loaded dataset |
| Creative Planning | NONE | $71,475 | not reported in the loaded dataset |