Plan5500

Jacobsen Construction Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (Jacobsen Construction Company, 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 Construction Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by Jacobsen Construction Company, Inc. under EIN 87-0256624 and plan number 002. The latest loaded filing year is 2023. The filing reports 660 participants and $111,243,432 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$111.2MPlan net assets, end of year$111,242,710
Participants660Covered participants reported
Assets / participant$168.6KComputed: assets ÷ participants$168,551 (computed)
Provider compensation$47.2K3 Schedule C provider row(s)$47,193
Plan sponsor
Jacobsen Construction Company, Inc.
EIN
87-0256624
Plan number
002
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    660 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)$111.2M total assets
Net assets$111.2MLiabilities$722
Money in vs. money out
Total income / additions$20.3M
Total expenses$6.7M
Benefits paid / distributions$6.7M
Contributions
Employer$8.5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$111,243,432
Total liabilities (EOY)
$722
Net assets (EOY)
$111,242,710
Net assets (BOY)
$97,599,729

Income & contributions

Employer contributions
$8,500,000
Total contributions
$8,500,000
Total income / additions
$20,345,019

Expenses & distributions

Benefits paid
$6,675,554
Administrative expenses
$26,484
Total expenses
$6,702,038
Net increase / (decrease)
$13,642,981
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.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Principal Financial Group$20.7K
    CONTRACT ADMINISTRATOR · Direct $20.7K
  2. 2
    Global Retirement Partners LLC$15.9K
    INVESTMENT ADVISORY · Direct $15.9K · Indirect $3
  3. 3
    Principal Life Insurance Company$10.6K
    CONTRACT ADMINISTRATOR · Direct $10.6K · Indirect $0

Related Form 5500 pages