Jacobs Group 401(K) Plan — Form 5500 plan (Jacobs Management Corporation)
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, Jacobs Group 401(K) Plan is a benefit plan reported by Jacobs Management Corporation under EIN 41-1458571 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $32,293,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacobs Management Corporation
- EIN
- 41-1458571
- Plan number
- 001
- Plan type
- 3
- Location
- Hopkins, MN
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $32,293,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20241013184127NAL0025044593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,293,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,293,536
- Net assets (BOY)
- $29,205,970
Income & contributions
- Employer contributions
- $394,031
- Participant contributions
- $1,038,005
- Total contributions
- $1,512,605
- Total income / additions
- $5,757,215
Expenses & distributions
- Benefits paid
- $2,576,287
- Administrative expenses
- $93,362
- Total expenses
- $2,669,649
- Net increase / (decrease)
- $3,087,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $52,112 | not reported in the loaded dataset | 2023 |
| Prime Capital Invest. Advisors, LLC | NONE | $41,250 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $8,509 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $7 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jacobs Management Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Hopkins, MN
- Milliman, Inc. — Schedule C compensation
- Prime Capital Invest. Advisors, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation