T. C. JACOBY & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN
401k plan membership statisitcs for T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN
Measure | Date | Value |
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2022: T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 31 |
Number of participants with account balances | 2022-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 26 |
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 | 3 |
Total of all active and inactive participants | 2021-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 30 |
Number of participants with account balances | 2021-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
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 | 3 |
Total of all active and inactive participants | 2020-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 32 |
Number of participants with account balances | 2020-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 27 |
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 | 2 |
Total of all active and inactive participants | 2019-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 30 |
Number of participants with account balances | 2019-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
Measure | Date | Value |
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2022 : T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-2,148,332 |
Expenses. Total of all expenses incurred | 2022-12-31 | $770,630 |
Benefits paid (including direct rollovers) | 2022-12-31 | $723,486 |
Total plan assets at end of year | 2022-12-31 | $13,282,941 |
Total plan assets at beginning of year | 2022-12-31 | $16,201,903 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $584,639 |
Total contributions received or receivable from participants | 2022-12-31 | $366,745 |
Other income received | 2022-12-31 | $-2,716,893 |
Net income (gross income less expenses) | 2022-12-31 | $-2,918,962 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $13,282,941 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,201,903 |
Assets. Value of participant loans | 2022-12-31 | $14,101 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $201,816 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $47,144 |
2021 : T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $2,635,815 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,090,332 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,040,403 |
Total plan assets at end of year | 2021-12-31 | $16,201,903 |
Total plan assets at beginning of year | 2021-12-31 | $14,656,420 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $574,831 |
Total contributions received or receivable from participants | 2021-12-31 | $310,711 |
Other income received | 2021-12-31 | $2,140,407 |
Net income (gross income less expenses) | 2021-12-31 | $1,545,483 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $16,201,903 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,656,420 |
Assets. Value of participant loans | 2021-12-31 | $41,203 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $184,697 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $49,929 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $2,985,234 |
Expenses. Total of all expenses incurred | 2020-12-31 | $40,104 |
Total plan assets at end of year | 2020-12-31 | $14,656,420 |
Total plan assets at beginning of year | 2020-12-31 | $11,711,290 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $616,104 |
Total contributions received or receivable from participants | 2020-12-31 | $289,075 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $2,514,561 |
Net income (gross income less expenses) | 2020-12-31 | $2,945,130 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,656,420 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,711,290 |
Assets. Value of participant loans | 2020-12-31 | $70,071 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $181,598 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $40,104 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $2,539,131 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,290,518 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,252,407 |
Total plan assets at end of year | 2019-12-31 | $11,711,290 |
Total plan assets at beginning of year | 2019-12-31 | $10,462,677 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Assets. Value of tangible personal property | 2019-12-31 | $468,615 |
Total contributions received or receivable from participants | 2019-12-31 | $277,275 |
Other income received | 2019-12-31 | $2,086,839 |
Net income (gross income less expenses) | 2019-12-31 | $1,248,613 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,711,290 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,462,677 |
Assets. Value of participant loans | 2019-12-31 | $87,431 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $175,017 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $38,111 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2022: T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2020 form 5500 responses |
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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 | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: T. C. JACOBY & COMPANY, INC. EMPLOYEES 401K PROFIT SHARING PLAN 2019 form 5500 responses |
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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 | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |