401k Plan data: DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST plan

DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan covering Self-Employed individuals.
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

DAVID JACOWITZ FINANCIAL has sponsored the creation of one or more 401k plans.

Company Name: DAVID JACOWITZ FINANCIAL

Employer identification number (EIN): 842169050

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TARA EVANS, FOR TAG RESOURCES 2024-03-22
001 2022-01-01 TARA EVANS, FOR TAG RESOURCES 2023-06-22
001 2021-01-01 TARA EVANS 2022-07-20
001 2020-01-01 PHIL TISUE 2021-06-09
001 2019-01-01 PHIL TISUE 2020-09-02
001 2019-01-01 PHIL TISUE 2021-01-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	TARA EVANS, FOR TAG RESOURCES	2024-03-22
001	2022-01-01	TARA EVANS, FOR TAG RESOURCES	2023-06-22
001	2021-01-01	TARA EVANS	2022-07-20
001	2020-01-01	PHIL TISUE	2021-06-09
001	2019-01-01	PHIL TISUE	2020-09-02
001	2019-01-01	PHIL TISUE	2021-01-28

Financial Data on DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2025 : DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-09	6793
Net assets as of the end of the plan year	2025-05-09	373515
Total assets as of the beginning of the plan year	2025-05-09	270672
Value of plan covered by a fidelity bond	2025-05-09	500000
Participant contributions to plan in this plan year	2025-05-09	47612
Value of participant loans at end of plan year	2025-05-09	0
Other income to plan in this plan year	2025-05-09	38446
Plan net income in this plan year	2025-05-09	102843
Net assets as of the end of the plan year	2025-05-09	373515
Net assets as of the beginning of the plan year	2025-05-09	270672
Employer contributions to plan in this plan year	2025-05-09	23578
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-09	2193
2024 : DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-03-22	13771
Net assets as of the end of the plan year	2024-03-22	270672
Total assets as of the beginning of the plan year	2024-03-22	184373
Value of plan covered by a fidelity bond	2024-03-22	500000
Participant contributions to plan in this plan year	2024-03-22	45966
Value of participant loans at end of plan year	2024-03-22	1863
Other income to plan in this plan year	2024-03-22	35507
Plan net income in this plan year	2024-03-22	86299
Net assets as of the end of the plan year	2024-03-22	270672
Net assets as of the beginning of the plan year	2024-03-22	184373
Employer contributions to plan in this plan year	2024-03-22	18597
Expensese paid to adminstrative service provicers from plan in this plan year	2024-03-22	1691

Potentially related plans

DAVID JACOWITZ FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 822986571]

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

Company Name:	DAVID JACOWITZ FINANCIAL
Employer identification number (EIN):	842169050
NAIC Classification:	523900