Jacobsen/Daniels Associates 401(K) Plan — Form 5500 plan (Jacobsen/Daniels Associates)
Plain-English plan 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/Daniels Associates 401(K) Plan is a benefit plan reported by Jacobsen/Daniels Associates under EIN 01-0556836 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $11,325,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacobsen/Daniels Associates
- EIN
- 01-0556836
- Plan number
- 001
- Plan type
- 2
- Location
- Ypsilanti, MI
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $11,325,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241015111926NAL0016216611003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,325,884
- Net assets (EOY)
- $11,325,884
- Net assets (BOY)
- $8,748,524
Income & contributions
- Employer contributions
- $553,055
- Participant contributions
- $833,049
- Total contributions
- $1,388,720
- Total income / additions
- $2,882,295
Expenses & distributions
- Benefits paid
- $297,025
- Administrative expenses
- $7,910
- Total expenses
- $304,935
- Net increase / (decrease)
- $2,577,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |