Plan5500

Jacobsen Homes 401(K) Plan — Form 5500 plan (Jacobsen Manufacturing, Inc.)

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 Homes 401(K) Plan is a benefit plan reported by Jacobsen Manufacturing, Inc. under EIN 59-1763322 and plan number 002. The latest loaded filing year is 2023. The filing reports 223 participants and $3,803,248 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.8MPlan net assets, end of year$3,803,248
Participants223Covered participants reported
Assets / participant$17.1KComputed: assets ÷ participants$17,055 (computed)
Provider compensation$25.3K3 Schedule C provider row(s)$25,296
Plan sponsor
Jacobsen Manufacturing, Inc.
EIN
59-1763322
Plan number
002
Plan type
2
Location
Safety Harbor, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    223 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$819.4K
Total expenses$554.1K
Benefits paid / distributions$490.4K
Contributions
Employer$38.3K
Participant$267.2K
Full reported line items

Net assets

Total assets (EOY)
$3,803,248
Total liabilities (EOY)
$0
Net assets (EOY)
$3,803,248
Net assets (BOY)
$3,537,945

Income & contributions

Employer contributions
$38,340
Participant contributions
$267,208
Total contributions
$305,548
Total income / additions
$819,404

Expenses & distributions

Benefits paid
$490,442
Administrative expenses
$48,524
Total expenses
$554,101
Net increase / (decrease)
$265,303
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income60%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ubs Financial Services Inc$16.1K
    INVESTMENT ADVISOR · Direct $16.1K
  2. 2
    Empower Annuity Insurance Company$6.3K
    RECORDKEEPER · Direct $6.3K · Indirect $0
  3. 3
    Retirement Solutions Specialists$2.9K
    CONTRACT ADMIN · Direct $1.1K · Indirect $1.8K

What to inspect next

Frequently asked questions

Who sponsors the Jacobsen Homes 401(K) Plan?
Jacobsen Homes 401(K) Plan is reported as sponsored by Jacobsen Manufacturing, Inc. (EIN 59-1763322, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Jacobsen Homes 401(K) Plan?
The latest Form 5500 filing year loaded for Jacobsen Homes 401(K) Plan is 2023.
How many participants does Jacobsen Homes 401(K) Plan report?
Jacobsen Homes 401(K) Plan reports 223 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Jacobsen Homes 401(K) Plan?
Jacobsen Homes 401(K) Plan reports $3,803,248 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages