2023 Form 5500 filing — Jacobs & Associates 401(K) 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 20241017164913NAL0055651840001) for Jacobs & Associates 401(K) Plan, reported by J.H.A. Enterprises Dba Jacobs & Associates under EIN 75-2108385 and plan number 001. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,411,472
Participants45
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241017164913NAL0055651840001
Plan sponsor
J.H.A. Enterprises Dba Jacobs & Associates
EIN
75-2108385
Plan number
001
Location
Coppell, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$530.5K
Total expenses$77.2K
Benefits paid / distributions$77.2K
Contributions
Employer$0
Participant$186.2K
Full reported line items
Total assets (EOY)
$2,411,472
Total liabilities (EOY)
$0
Net assets (EOY)
$2,411,472
Employer contributions
$0
Participant contributions
$186,151
Total income / additions
$530,477
Benefits paid
$77,183
Administrative expenses
$0
Total expenses
$77,183
Net increase / (decrease)
$453,294

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241017164913NAL0055651840001 cover?
It is the 2023 Form 5500 filing for Jacobs & Associates 401(K) Plan, reported by J.H.A. Enterprises Dba Jacobs & Associates (EIN 75-2108385).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages