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| Plan Name | DOUGLAS A JACOBSON SELF EMPLOYED PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DOUGLAS A JACOBSON |
| Employer identification number (EIN): | 382304171 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2018-01-01 | DOUGLAS JACOBSON | 2019-07-12 | DOUGLAS JACOBSON | 2019-07-12 |
| 001 | 2017-01-01 | DOUGLAS JACOBSON | 2018-07-14 | DOUGLAS JACOBSON | 2018-07-14 |
| 001 | 2016-01-01 | DOUGLAS JACOBSON | 2017-07-01 | DOUGLAS JACOBSON | 2017-07-01 |
| 001 | 2015-01-01 | DOUGLAS JACOBSON | 2016-07-16 | DOUGLAS JACOBSON | 2016-07-16 |
| 001 | 2014-01-01 | DOUGLAS JACOBSON | 2015-06-29 | DOUGLAS JACOBSON | 2015-06-29 |
| 001 | 2013-01-01 | DOUGLAS JACOBSON | 2014-08-03 | DOUGLAS JACOBSON | 2014-08-03 |
| 001 | 2012-01-01 | DOUGLAS JACOBSON | 2013-08-14 | DOUGLAS JACOBSON | 2013-08-14 |
| 001 | 2011-01-01 | DOUGLAS JACOBSON | |||
| 001 | 2009-01-01 | DOUGLAS JACOBSON | |||
| 001 | 2009-01-01 | DOUGLAS JACOBSON | |||
| 001 | 2009-01-01 | DOUGLAS JACOBSON |
| Measure | Date | Value |
|---|---|---|
| 2011: DOUGLAS A JACOBSON SELF EMPLOYED PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2009: DOUGLAS A JACOBSON SELF EMPLOYED PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : DOUGLAS A JACOBSON SELF EMPLOYED PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $9,516 |
| Total plan assets at end of year | 2011-12-31 | $296,269 |
| Total plan assets at beginning of year | 2011-12-31 | $291,594 |
| Other income received | 2011-12-31 | $3,516 |
| Net income (gross income less expenses) | 2011-12-31 | $9,516 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $296,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $291,594 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $6,000 |
| 2010 : DOUGLAS A JACOBSON SELF EMPLOYED PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $10,006 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $60 |
| Total plan assets at beginning of year | 2010-12-31 | $258,360 |
| Other income received | 2010-12-31 | $3,306 |
| Net income (gross income less expenses) | 2010-12-31 | $9,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $258,360 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,700 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $60 |
| 2011: DOUGLAS A JACOBSON SELF EMPLOYED PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: DOUGLAS A JACOBSON SELF EMPLOYED PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |||||||||||||||||
| Policy contract number | HH1468 | ||||||||||||||||
| Policy instance | 1 | ||||||||||||||||
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |||||||||||||||||
| Policy contract number | HH1468 | ||||||||||||||||
| Policy instance | 1 | ||||||||||||||||
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