401k Plan data: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN plan

THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 401k Plan overview

Plan Name	THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN
Plan identification number	002

THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

THE STEPHEN B. JACOBS GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: THE STEPHEN B. JACOBS GROUP, P.C.

Employer identification number (EIN): 133619461

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 ISAAC-DANIEL ASTRACHAN 2017-10-11 ISAAC-DANIEL ASTRACHAN 2017-10-11
002 2015-01-01 ELIOT SHERMAN 2016-10-10 ELIOT SHERMAN 2016-10-10
002 2014-01-01 ELIOT SHERMAN 2015-10-13 ELIOT SHERMAN 2015-10-13
002 2013-01-01 HERBERT E. WEBER, JR. 2014-10-14 HERBERT E. WEBER, JR. 2014-10-14
002 2012-01-01 HERBERT E. WEBER, JR. 2013-07-17 HERBERT E. WEBER, JR. 2013-07-17
002 2011-01-01 HERBERT E. WEBER, JR. 2012-10-08 HERBERT E. WEBER, JR. 2012-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	ISAAC-DANIEL ASTRACHAN	2017-10-11	ISAAC-DANIEL ASTRACHAN	2017-10-11
002	2015-01-01	ELIOT SHERMAN	2016-10-10	ELIOT SHERMAN	2016-10-10
002	2014-01-01	ELIOT SHERMAN	2015-10-13	ELIOT SHERMAN	2015-10-13
002	2013-01-01	HERBERT E. WEBER, JR.	2014-10-14	HERBERT E. WEBER, JR.	2014-10-14
002	2012-01-01	HERBERT E. WEBER, JR.	2013-07-17	HERBERT E. WEBER, JR.	2013-07-17
002	2011-01-01	HERBERT E. WEBER, JR.	2012-10-08	HERBERT E. WEBER, JR.	2012-10-08

Plan Statistics for THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN

401k plan membership statisitcs for THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN

Measure Date Value
2022: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,621,857
Acturial value of plan assets 2022-12-31 2,621,857
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 503,860
Number of terminated vested participants 2022-12-31 19
Fundng target for terminated vested participants 2022-12-31 1,060,746
Active participant vested funding target 2022-12-31 1,035,065
Number of active participants 2022-12-31 16
Total funding liabilities for active participants 2022-12-31 1,035,065
Total participant count 2022-12-31 37
Total funding target for all participants 2022-12-31 2,599,671
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,442,993
Acturial value of plan assets 2021-12-31 2,442,993
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 517,448
Number of terminated vested participants 2021-12-31 15
Fundng target for terminated vested participants 2021-12-31 266,593
Active participant vested funding target 2021-12-31 1,648,326
Number of active participants 2021-12-31 20
Total funding liabilities for active participants 2021-12-31 1,648,643
Total participant count 2021-12-31 37
Total funding target for all participants 2021-12-31 2,432,684
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,371,060
Acturial value of plan assets 2020-12-31 2,371,060
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 546,714
Number of terminated vested participants 2020-12-31 15
Fundng target for terminated vested participants 2020-12-31 246,257
Active participant vested funding target 2020-12-31 1,554,182
Number of active participants 2020-12-31 20
Total funding liabilities for active participants 2020-12-31 1,556,020
Total participant count 2020-12-31 37
Total funding target for all participants 2020-12-31 2,348,991
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 171,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 181,760
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,910,872
Acturial value of plan assets 2019-12-31 1,910,872
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 559,471
Number of terminated vested participants 2019-12-31 12
Fundng target for terminated vested participants 2019-12-31 220,216
Active participant vested funding target 2019-12-31 1,506,234
Number of active participants 2019-12-31 29
Total funding liabilities for active participants 2019-12-31 1,532,609
Total participant count 2019-12-31 43
Total funding target for all participants 2019-12-31 2,312,296
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 76,716
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 81,309
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 300,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 270,965
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 401,424
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 99,202
Additional cash requirement 2019-12-31 99,202
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 270,965
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,332,856
Acturial value of plan assets 2018-12-31 2,332,856
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 572,020
Number of terminated vested participants 2018-12-31 60
Fundng target for terminated vested participants 2018-12-31 377,022
Active participant vested funding target 2018-12-31 1,376,390
Number of active participants 2018-12-31 34
Total funding liabilities for active participants 2018-12-31 1,428,373
Total participant count 2018-12-31 96
Total funding target for all participants 2018-12-31 2,377,415
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 204,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 217,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 125,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 111,852
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 44,609
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 35,136
Additional cash requirement 2018-12-31 35,136
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 111,852
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,906,747
Acturial value of plan assets 2017-12-31 1,906,747
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 31,568
Number of terminated vested participants 2017-12-31 72
Fundng target for terminated vested participants 2017-12-31 350,012
Active participant vested funding target 2017-12-31 1,731,667
Number of active participants 2017-12-31 40
Total funding liabilities for active participants 2017-12-31 1,796,077
Total participant count 2017-12-31 113
Total funding target for all participants 2017-12-31 2,177,657
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 58,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 62,425
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 300,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 268,286
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 270,910
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 63,381
Additional cash requirement 2017-12-31 63,381
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 268,286
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,519,804
Acturial value of plan assets 2016-12-31 1,519,804
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 32,307
Number of terminated vested participants 2016-12-31 69
Fundng target for terminated vested participants 2016-12-31 200,898
Active participant vested funding target 2016-12-31 1,413,114
Number of active participants 2016-12-31 49
Total funding liabilities for active participants 2016-12-31 1,486,664
Total participant count 2016-12-31 119
Total funding target for all participants 2016-12-31 1,719,869
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 251,159
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 251,159
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 200,410
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 213,557
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 143,908
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 143,908
Total employer contributions 2016-12-31 300,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 258,878
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 277,161
Net shortfall amortization installment of oustanding balance 2016-12-31 343,973
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 344,121
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 143,908
Additional cash requirement 2016-12-31 200,213
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 258,878
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,621,857
Acturial value of plan assets	2022-12-31	2,621,857
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	503,860
Number of terminated vested participants	2022-12-31	19
Fundng target for terminated vested participants	2022-12-31	1,060,746
Active participant vested funding target	2022-12-31	1,035,065
Number of active participants	2022-12-31	16
Total funding liabilities for active participants	2022-12-31	1,035,065
Total participant count	2022-12-31	37
Total funding target for all participants	2022-12-31	2,599,671
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,442,993
Acturial value of plan assets	2021-12-31	2,442,993
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	517,448
Number of terminated vested participants	2021-12-31	15
Fundng target for terminated vested participants	2021-12-31	266,593
Active participant vested funding target	2021-12-31	1,648,326
Number of active participants	2021-12-31	20
Total funding liabilities for active participants	2021-12-31	1,648,643
Total participant count	2021-12-31	37
Total funding target for all participants	2021-12-31	2,432,684
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,371,060
Acturial value of plan assets	2020-12-31	2,371,060
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	546,714
Number of terminated vested participants	2020-12-31	15
Fundng target for terminated vested participants	2020-12-31	246,257
Active participant vested funding target	2020-12-31	1,554,182
Number of active participants	2020-12-31	20
Total funding liabilities for active participants	2020-12-31	1,556,020
Total participant count	2020-12-31	37
Total funding target for all participants	2020-12-31	2,348,991
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	171,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	181,760
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,910,872
Acturial value of plan assets	2019-12-31	1,910,872
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	559,471
Number of terminated vested participants	2019-12-31	12
Fundng target for terminated vested participants	2019-12-31	220,216
Active participant vested funding target	2019-12-31	1,506,234
Number of active participants	2019-12-31	29
Total funding liabilities for active participants	2019-12-31	1,532,609
Total participant count	2019-12-31	43
Total funding target for all participants	2019-12-31	2,312,296
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	76,716
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	81,309
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	300,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	270,965
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	401,424
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	99,202
Additional cash requirement	2019-12-31	99,202
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	270,965
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,332,856
Acturial value of plan assets	2018-12-31	2,332,856
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	572,020
Number of terminated vested participants	2018-12-31	60
Fundng target for terminated vested participants	2018-12-31	377,022
Active participant vested funding target	2018-12-31	1,376,390
Number of active participants	2018-12-31	34
Total funding liabilities for active participants	2018-12-31	1,428,373
Total participant count	2018-12-31	96
Total funding target for all participants	2018-12-31	2,377,415
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	204,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	217,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	125,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	111,852
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	44,609
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	35,136
Additional cash requirement	2018-12-31	35,136
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	111,852
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,906,747
Acturial value of plan assets	2017-12-31	1,906,747
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	31,568
Number of terminated vested participants	2017-12-31	72
Fundng target for terminated vested participants	2017-12-31	350,012
Active participant vested funding target	2017-12-31	1,731,667
Number of active participants	2017-12-31	40
Total funding liabilities for active participants	2017-12-31	1,796,077
Total participant count	2017-12-31	113
Total funding target for all participants	2017-12-31	2,177,657
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	58,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	62,425
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	300,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	268,286
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	270,910
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	63,381
Additional cash requirement	2017-12-31	63,381
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	268,286
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE STEPHEN B. JACOBS GROUP, P.C. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,519,804
Acturial value of plan assets	2016-12-31	1,519,804
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	32,307
Number of terminated vested participants	2016-12-31	69
Fundng target for terminated vested participants	2016-12-31	200,898
Active participant vested funding target	2016-12-31	1,413,114
Number of active participants	2016-12-31	49
Total funding liabilities for active participants	2016-12-31	1,486,664
Total participant count	2016-12-31	119
Total funding target for all participants	2016-12-31	1,719,869
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	251,159
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	251,159
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	200,410
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	213,557
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	143,908
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	143,908
Total employer contributions	2016-12-31	300,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	258,878
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	277,161
Net shortfall amortization installment of oustanding balance	2016-12-31	343,973
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	344,121
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	143,908
Additional cash requirement	2016-12-31	200,213
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	258,878
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	THE STEPHEN B. JACOBS GROUP, P.C.
Employer identification number (EIN):	133619461
NAIC Classification:	541310
NAIC Description:	Architectural Services