401k Plan data: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES plan

DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 401k Plan overview

Plan Name	DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES
Plan identification number	003

DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES Benefits

401k Plan Type

Defined 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

DANIEL L JACOB & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: DANIEL L JACOB & CO., INC.

Employer identification number (EIN): 382324095

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 JENCY MARCANTEL
003 2017-01-01 JENCY MARCANTEL
003 2016-01-01 JENCY MARCANTEL
003 2015-01-01 CHARLES B. MEAD 2016-05-31 CHARLES B. MEAD 2016-05-31
003 2014-01-01 CHARLES B. MEAD 2015-05-15 CHARLES B. MEAD 2015-05-15
003 2013-01-01 CHARLES B. MEAD 2014-05-20 CHARLES B. MEAD 2014-05-20
003 2012-01-01 CHARLES B. MEAD 2013-05-31 CHARLES B. MEAD 2013-05-31
003 2011-01-01 CHARLES MEAD 2012-06-29 CHARLES MEAD 2012-06-29
003 2010-01-01 CHARLES B. MEAD 2011-06-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	JENCY MARCANTEL
003	2017-01-01	JENCY MARCANTEL
003	2016-01-01	JENCY MARCANTEL
003	2015-01-01	CHARLES B. MEAD	2016-05-31	CHARLES B. MEAD	2016-05-31
003	2014-01-01	CHARLES B. MEAD	2015-05-15	CHARLES B. MEAD	2015-05-15
003	2013-01-01	CHARLES B. MEAD	2014-05-20	CHARLES B. MEAD	2014-05-20
003	2012-01-01	CHARLES B. MEAD	2013-05-31	CHARLES B. MEAD	2013-05-31
003	2011-01-01	CHARLES MEAD	2012-06-29	CHARLES MEAD	2012-06-29
003	2010-01-01	CHARLES B. MEAD	2011-06-17

Plan Statistics for DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES

401k plan membership statisitcs for DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES

Measure Date Value
2022: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 25
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 27
Number of participants with account balances 2022-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 22
Number of participants with account balances 2021-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 24
Number of participants with account balances 2020-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 18
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Number of participants with account balances 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 23
Number of participants with account balances 2018-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 23
Number of participants with account balances 2017-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	25
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	27
Number of participants with account balances	2022-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	22
Number of participants with account balances	2021-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	24
Number of participants with account balances	2020-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	18
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Number of participants with account balances	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	23
Number of participants with account balances	2018-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	23
Number of participants with account balances	2017-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES

Measure	Date	Value
2022 : DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-718,709
Expenses. Total of all expenses incurred	2022-12-31	$59,399
Benefits paid (including direct rollovers)	2022-12-31	$49,417
Total plan assets at end of year	2022-12-31	$3,594,965
Total plan assets at beginning of year	2022-12-31	$4,373,073
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$48,051
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-828,461
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-778,108
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,594,965
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,373,073
Assets. Value of participant loans	2022-12-31	$9,478
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$61,701
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,982
2021 : DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$649,344
Expenses. Total of all expenses incurred	2021-12-31	$264,038
Benefits paid (including direct rollovers)	2021-12-31	$253,271
Total plan assets at end of year	2021-12-31	$4,373,073
Total plan assets at beginning of year	2021-12-31	$3,987,767
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$51,216
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$535,041
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$385,306
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,373,073
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,987,767
Assets. Value of participant loans	2021-12-31	$12,876
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$63,087
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$10,767
2020 : DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-65,901
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$718,112
Expenses. Total of all expenses incurred	2020-12-31	$358,349
Benefits paid (including direct rollovers)	2020-12-31	$349,334
Total plan assets at end of year	2020-12-31	$3,987,767
Total plan assets at beginning of year	2020-12-31	$3,693,905
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$55,977
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$596,357
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$359,763
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,987,767
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,693,905
Assets. Value of participant loans	2020-12-31	$10,495
Total contributions received or receivable from employer(s)	2020-12-31	$65,778
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$9,015
2019 : DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2019 401k financial data
Transfers to/from the plan	2019-12-31	$7,416
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$836,598
Expenses. Total of all expenses incurred	2019-12-31	$383,901
Benefits paid (including direct rollovers)	2019-12-31	$374,981
Total plan assets at end of year	2019-12-31	$3,693,905
Total plan assets at beginning of year	2019-12-31	$3,233,792
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$54,822
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$718,802
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$452,697
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,693,905
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,233,792
Assets. Value of participant loans	2019-12-31	$14,613
Total contributions received or receivable from employer(s)	2019-12-31	$62,974
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$8,920
2018 : DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-4,859
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-72,045
Expenses. Total of all expenses incurred	2018-12-31	$32,389
Benefits paid (including direct rollovers)	2018-12-31	$23,757
Total plan assets at end of year	2018-12-31	$3,233,792
Total plan assets at beginning of year	2018-12-31	$3,343,085
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$59,763
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-201,834
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-104,434
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,233,792
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,343,085
Assets. Value of participant loans	2018-12-31	$22,134
Total contributions received or receivable from employer(s)	2018-12-31	$70,026
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,632
2017 : DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$608,934
Expenses. Total of all expenses incurred	2017-12-31	$301,194
Benefits paid (including direct rollovers)	2017-12-31	$295,526
Total plan assets at end of year	2017-12-31	$3,343,085
Total plan assets at beginning of year	2017-12-31	$3,035,345
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$63,496
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$467,332
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$307,740
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,343,085
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,035,345
Assets. Value of participant loans	2017-12-31	$24,423
Total contributions received or receivable from employer(s)	2017-12-31	$78,106
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,668
2016 : DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total income from all sources	2016-12-31	$337,539
Expenses. Total of all expenses incurred	2016-12-31	$481,396
Benefits paid (including direct rollovers)	2016-12-31	$481,196
Total plan assets at end of year	2016-12-31	$3,035,345
Total plan assets at beginning of year	2016-12-31	$3,179,202
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$54,148
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$216,031
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-143,857
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,035,345
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,179,202
Assets. Value of participant loans	2016-12-31	$24,896
Total contributions received or receivable from employer(s)	2016-12-31	$67,360
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$200

Form 5500 Responses for DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES

2022: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DANIEL L. JACOB AND CO., INC. RETIREMENT PLAN HOURLY 164 EMPLOYEES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DANIEL L JACOB & CO., INC.
Employer identification number (EIN):	382324095
NAIC Classification:	424800