Logo

JACOBY & DEE INSURANCE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJACOBY & DEE INSURANCE 401(K) PROFIT SHARING PLAN
Plan identification number 002

JACOBY & DEE INSURANCE 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JACOBY & DEE INSURANCE, LLC has sponsored the creation of one or more 401k plans.

Company Name:JACOBY & DEE INSURANCE, LLC
Employer identification number (EIN):830712218
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBY & DEE INSURANCE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01LAURA M. JACOBY2019-07-08
0022017-01-01LAURA M. JACOBY2018-10-12

Financial Data on JACOBY & DEE INSURANCE 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JACOBY & DEE INSURANCE 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-16648083
Net assets as of the end of the plan year2025-09-160
Total assets as of the beginning of the plan year2025-09-16689409
Value of plan covered by a fidelity bond2025-09-1668941
Other income to plan in this plan year2025-09-16-41326
Plan net income in this plan year2025-09-16-689409
Net assets as of the end of the plan year2025-09-160
Net assets as of the beginning of the plan year2025-09-16689409
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-161820
Total expenses incurred by plan in this plan year2025-03-0413220
Net assets as of the end of the plan year2025-03-04689409
Total assets as of the beginning of the plan year2025-03-04536066
Value of plan covered by a fidelity bond2025-03-0453607
Participant contributions to plan in this plan year2025-03-0479256
Other income to plan in this plan year2025-03-0456855
Plan net income in this plan year2025-03-04153343
Net assets as of the end of the plan year2025-03-04689409
Net assets as of the beginning of the plan year2025-03-04536066
Employer contributions to plan in this plan year2025-03-0430452
Fees paid to broker by Benefit Provider2025-03-044683
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-041202
2024 : JACOBY & DEE INSURANCE 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-250
Total liabilities as of the beginning of the plan year2024-09-25393
Total expenses incurred by plan in this plan year2024-09-251000
Net assets as of the end of the plan year2024-09-25536066
Total assets as of the beginning of the plan year2024-09-25384879
Value of plan covered by a fidelity bond2024-09-2538488
Participant contributions to plan in this plan year2024-09-2563570
Other income to plan in this plan year2024-09-2564063
Plan net income in this plan year2024-09-25151580
Net assets as of the end of the plan year2024-09-25536066
Net assets as of the beginning of the plan year2024-09-25384486
Employer contributions to plan in this plan year2024-09-2524947
Fees paid to broker by Benefit Provider2024-09-253401
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-251000
2022 : JACOBY & DEE INSURANCE 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-092605
Net assets as of the end of the plan year2022-06-09411027
Total assets as of the beginning of the plan year2022-06-09304591
Value of plan covered by a fidelity bond2022-06-0942000
Participant contributions to plan in this plan year2022-06-0956585
Other income to plan in this plan year2022-06-0938716
Plan net income in this plan year2022-06-09106436
Net assets as of the end of the plan year2022-06-09411027
Net assets as of the beginning of the plan year2022-06-09304591
Employer contributions to plan in this plan year2022-06-0913740
Fees paid to broker by Benefit Provider2022-06-092683
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-091127

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1