The Jacobson Companies, Inc. Profit Sharing Plan — Form 5500 plan (The Jacobson Companies, 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, The Jacobson Companies, Inc. Profit Sharing Plan is a benefit plan reported by The Jacobson Companies, Inc. under EIN 86-0254134 and plan number 001. The latest loaded filing year is 2023. The filing reports 72 participants and $3,079,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Jacobson Companies, Inc.
- EIN
- 86-0254134
- Plan number
- 001
- Plan type
- 2
- Location
- Yuma, AZ
- Latest filing year
- 2023
- Participants
- 72
- End-of-year plan assets
- $3,079,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 72 | I | 20240617165416NAL0002388400001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,079,368
- Total liabilities (EOY)
- $5,850
- Net assets (EOY)
- $3,073,518
- Net assets (BOY)
- $2,964,501
Income & contributions
- Employer contributions
- $200,000
- Participant contributions
- $56,700
- Total income / additions
- $462,099
Expenses & distributions
- Benefits paid
- $322,641
- Administrative expenses
- $29,650
- Total expenses
- $353,082
- Net increase / (decrease)
- $109,017
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.