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JOHN ERIC JACOBY MD PC 401(K) PLAN 401k Plan overview

Plan NameJOHN ERIC JACOBY MD PC 401(K) PLAN
Plan identification number 001

JOHN ERIC JACOBY MD PC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN ERIC JACOBY MD PC has sponsored the creation of one or more 401k plans.

Company Name:JOHN ERIC JACOBY MD PC
Employer identification number (EIN):133087187
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ERIC JACOBY MD PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN E. JACOBY2024-05-07
0012022-01-01JOHN E. JACOBY2023-03-14
0012021-01-01JOHN E. JACOBY2022-04-29
0012020-01-01JOHN E. JACOBY2021-03-19
0012019-01-01JOHN E. JACOBY2020-03-10
0012018-01-01JOHN E. JACOBY2019-04-12
0012017-01-01JOHN E. JACOBY2018-03-22
0012016-01-01JOHN E. JACOBY2017-06-21
0012015-01-01JOHN E. JACOBY2016-04-05
0012013-01-01JOHN E. JACOBY2014-05-07
0012012-01-01JOHN E. JACOBY2013-03-21
0012011-01-01JOHN E. JACOBY2012-03-12
0012010-01-01JOHN E. JACOBY2011-04-05

Plan Statistics for JOHN ERIC JACOBY MD PC 401(K) PLAN

401k plan membership statisitcs for JOHN ERIC JACOBY MD PC 401(K) PLAN

Measure Date Value
2025: JOHN ERIC JACOBY MD PC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-124
Total number of particpants at end of year2025-03-120
Number of Participants With Account Balances2025-03-120
2024: JOHN ERIC JACOBY MD PC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-074
Total number of particpants at end of year2024-05-074
Number of Participants With Account Balances2024-05-074
2022: JOHN ERIC JACOBY MD PC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-294
Total number of particpants at end of year2022-04-294
Number of Participants With Account Balances2022-04-294

Financial Data on JOHN ERIC JACOBY MD PC 401(K) PLAN

Measure Date Value
2025 : JOHN ERIC JACOBY MD PC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-120
Total expenses incurred by plan in this plan year2025-03-12206856
Net assets as of the end of the plan year2025-03-120
Total assets as of the beginning of the plan year2025-03-12175194
Value of plan covered by a fidelity bond2025-03-1220000
Participant contributions to plan in this plan year2025-03-122800
Other expenses paid from plan in this plan year2025-03-120
Other contributions to plan in this plan year2025-03-120
Other income to plan in this plan year2025-03-1228862
Plan net income in this plan year2025-03-12-175194
Net assets as of the end of the plan year2025-03-120
Net assets as of the beginning of the plan year2025-03-12175194
Employer contributions to plan in this plan year2025-03-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-120
2024 : JOHN ERIC JACOBY MD PC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-073000
Net assets as of the end of the plan year2024-05-07175194
Total assets as of the beginning of the plan year2024-05-07146302
Value of plan covered by a fidelity bond2024-05-0720000
Participant contributions to plan in this plan year2024-05-075200
Other expenses paid from plan in this plan year2024-05-070
Other contributions to plan in this plan year2024-05-070
Other income to plan in this plan year2024-05-0726692
Plan net income in this plan year2024-05-0728892
Net assets as of the end of the plan year2024-05-07175194
Net assets as of the beginning of the plan year2024-05-07146302
Employer contributions to plan in this plan year2024-05-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-070
2022 : JOHN ERIC JACOBY MD PC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-290
Total expenses incurred by plan in this plan year2022-04-292000
Net assets as of the end of the plan year2022-04-29176900
Total assets as of the beginning of the plan year2022-04-29148768
Value of plan covered by a fidelity bond2022-04-2920000
Participant contributions to plan in this plan year2022-04-295200
Other expenses paid from plan in this plan year2022-04-290
Other contributions to plan in this plan year2022-04-290
Other income to plan in this plan year2022-04-2924932
Plan net income in this plan year2022-04-2928132
Net assets as of the end of the plan year2022-04-29176900
Net assets as of the beginning of the plan year2022-04-29148768
Employer contributions to plan in this plan year2022-04-290
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-290

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