2023 Form 5500 filing — Jacobs Technology Inc. Employees' Savings 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 20241015164848NAL0030397217001) for Jacobs Technology Inc. Employees' Savings Plan, reported by Jacobs Technology, Inc. under EIN 62-0510412 and plan number 003. It reports 19,739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164848NAL0030397217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacobs Technology, Inc.
- EIN
- 62-0510412
- Plan number
- 003
- Location
- Dallas, TX
- Participants
- 19,739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,063,820,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,063,820,100
- Employer contributions
- $43,287,900
- Participant contributions
- $99,956,100
- Total income / additions
- $463,012,000
- Benefits paid
- $194,770,900
- Administrative expenses
- $995,800
- Total expenses
- $195,853,300
- Net increase / (decrease)
- $267,158,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $598,006 | $0 |
| Vanguard Advisers Inc. | NONE | $199,728 | not reported in the loaded dataset |
| Ivins, Phillips & Barker | NONE | $76,677 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $40,450 | not reported in the loaded dataset |
| Angeles Investment Advisors, LLC | NONE | $38,938 | not reported in the loaded dataset |
| Ernst & Young Us Llp | NONE | $32,300 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $32,147 | not reported in the loaded dataset |
| Forvis Llp | NONE | $10,500 | not reported in the loaded dataset |