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JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 401k Plan overview

Plan NameJACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN
Plan identification number 004

JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA has sponsored the creation of one or more 401k plans.

Company Name:JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA
Employer identification number (EIN):311395286
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01MARK J. BYRNE2024-07-03
0042022-01-01MARK J. BYRNE2023-07-24
0042021-01-01MARK J. BYRNE2022-05-26
0042020-01-01MARK J. BYRNE2021-08-14
0042019-01-01MARK J. BYRNE2020-07-14
0042018-01-01
0042017-01-01MARK J. BYRNE
0042016-01-01MARK J. BYRNE
0042015-01-01MARK J. BYRNE
0042014-01-01MARK J. BYRNE
0042013-01-01MARK BYRNE MARK BYRNE2014-10-03
0042012-01-01KENNETH SEIBEL
0042011-01-01KENNETH F. SEIBEL
0042010-01-01KENNETH F. SEIBEL2011-08-16

Plan Statistics for JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN

401k plan membership statisitcs for JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN

Measure Date Value
2023: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN

Measure Date Value
2023 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$40,653
Expenses. Total of all expenses incurred2023-12-31$2,441
Total plan assets at end of year2023-12-31$806,270
Total plan assets at beginning of year2023-12-31$768,058
Value of fidelity bond covering the plan2023-12-31$200,000
Other income received2023-12-31$40,653
Net income (gross income less expenses)2023-12-31$38,212
Net plan assets at end of year (total assets less liabilities)2023-12-31$806,270
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$768,058
Assets. Value of real-estate (other than employer real property)2023-12-31$425,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$2,441
2022 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-44,757
Expenses. Total of all expenses incurred2022-12-31$2,477
Total plan assets at end of year2022-12-31$768,058
Total plan assets at beginning of year2022-12-31$815,292
Value of fidelity bond covering the plan2022-12-31$200,000
Other income received2022-12-31$-44,757
Net income (gross income less expenses)2022-12-31$-47,234
Net plan assets at end of year (total assets less liabilities)2022-12-31$768,058
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$815,292
Assets. Value of real-estate (other than employer real property)2022-12-31$425,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,477
2021 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$31,057
Expenses. Total of all expenses incurred2021-12-31$2,807
Total plan assets at end of year2021-12-31$815,292
Total plan assets at beginning of year2021-12-31$787,042
Value of fidelity bond covering the plan2021-12-31$200,000
Other income received2021-12-31$31,057
Net income (gross income less expenses)2021-12-31$28,250
Net plan assets at end of year (total assets less liabilities)2021-12-31$815,292
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$787,042
Assets. Value of real-estate (other than employer real property)2021-12-31$425,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,807
2020 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$44,220
Expenses. Total of all expenses incurred2020-12-31$2,259
Total plan assets at end of year2020-12-31$787,042
Total plan assets at beginning of year2020-12-31$745,081
Value of fidelity bond covering the plan2020-12-31$200,000
Other income received2020-12-31$44,220
Net income (gross income less expenses)2020-12-31$41,961
Net plan assets at end of year (total assets less liabilities)2020-12-31$787,042
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$745,081
Assets. Value of real-estate (other than employer real property)2020-12-31$425,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,259
2019 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$42,742
Expenses. Total of all expenses incurred2019-12-31$2,181
Total plan assets at end of year2019-12-31$745,081
Total plan assets at beginning of year2019-12-31$704,520
Value of fidelity bond covering the plan2019-12-31$200,000
Other income received2019-12-31$42,742
Net income (gross income less expenses)2019-12-31$40,561
Net plan assets at end of year (total assets less liabilities)2019-12-31$745,081
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$704,520
Assets. Value of real-estate (other than employer real property)2019-12-31$425,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,181
2018 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-8,836
Expenses. Total of all expenses incurred2018-12-31$2,199
Total plan assets at end of year2018-12-31$704,520
Total plan assets at beginning of year2018-12-31$715,555
Value of fidelity bond covering the plan2018-12-31$200,000
Other income received2018-12-31$-8,836
Net income (gross income less expenses)2018-12-31$-11,035
Net plan assets at end of year (total assets less liabilities)2018-12-31$704,520
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$715,555
Assets. Value of participant loans2018-12-31$0
Assets. Value of real-estate (other than employer real property)2018-12-31$425,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,199
2017 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$211,852
Expenses. Total of all expenses incurred2017-12-31$270,730
Benefits paid (including direct rollovers)2017-12-31$266,412
Total plan assets at end of year2017-12-31$715,555
Total plan assets at beginning of year2017-12-31$774,433
Value of fidelity bond covering the plan2017-12-31$200,000
Other income received2017-12-31$211,852
Net income (gross income less expenses)2017-12-31$-58,878
Net plan assets at end of year (total assets less liabilities)2017-12-31$715,555
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$774,433
Assets. Value of participant loans2017-12-31$2,861
Assets. Value of real-estate (other than employer real property)2017-12-31$425,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,318
2016 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$33,393
Expenses. Total of all expenses incurred2016-12-31$91,052
Benefits paid (including direct rollovers)2016-12-31$86,415
Total plan assets at end of year2016-12-31$774,433
Total plan assets at beginning of year2016-12-31$832,092
Value of fidelity bond covering the plan2016-12-31$200,000
Other income received2016-12-31$33,393
Net income (gross income less expenses)2016-12-31$-57,659
Net plan assets at end of year (total assets less liabilities)2016-12-31$774,433
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$832,092
Assets. Value of participant loans2016-12-31$17,701
Assets. Value of real-estate (other than employer real property)2016-12-31$287,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,637
2015 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,581
Expenses. Total of all expenses incurred2015-12-31$11,822
Benefits paid (including direct rollovers)2015-12-31$6,672
Total plan assets at end of year2015-12-31$832,092
Total plan assets at beginning of year2015-12-31$840,333
Value of fidelity bond covering the plan2015-12-31$200,000
Other income received2015-12-31$3,581
Net income (gross income less expenses)2015-12-31$-8,241
Net plan assets at end of year (total assets less liabilities)2015-12-31$832,092
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$840,333
Assets. Value of participant loans2015-12-31$32,058
Assets. Value of real-estate (other than employer real property)2015-12-31$287,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,150
2014 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$74,765
Expenses. Total of all expenses incurred2014-12-31$715,684
Benefits paid (including direct rollovers)2014-12-31$708,911
Total plan assets at end of year2014-12-31$840,333
Total plan assets at beginning of year2014-12-31$1,481,252
Value of fidelity bond covering the plan2014-12-31$200,000
Other income received2014-12-31$74,765
Net income (gross income less expenses)2014-12-31$-640,919
Net plan assets at end of year (total assets less liabilities)2014-12-31$840,333
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,481,252
Assets. Value of participant loans2014-12-31$22,985
Assets. Value of real-estate (other than employer real property)2014-12-31$287,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,773
2013 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$137,999
Expenses. Total of all expenses incurred2013-12-31$7,238
Total plan assets at end of year2013-12-31$1,481,252
Total plan assets at beginning of year2013-12-31$1,350,491
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$137,999
Net income (gross income less expenses)2013-12-31$130,761
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,481,252
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,350,491
Assets. Value of participant loans2013-12-31$33,524
Assets. Value of real-estate (other than employer real property)2013-12-31$287,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,238
2012 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$112,757
Expenses. Total of all expenses incurred2012-12-31$6,768
Total plan assets at end of year2012-12-31$1,350,491
Total plan assets at beginning of year2012-12-31$1,244,502
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$112,757
Net income (gross income less expenses)2012-12-31$105,989
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,350,491
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,244,502
Assets. Value of participant loans2012-12-31$43,655
Assets. Value of real-estate (other than employer real property)2012-12-31$287,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,768
2011 : JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-14,328
Expenses. Total of all expenses incurred2011-12-31$20,514
Benefits paid (including direct rollovers)2011-12-31$13,389
Total plan assets at end of year2011-12-31$1,244,502
Total plan assets at beginning of year2011-12-31$1,279,344
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$-14,328
Net income (gross income less expenses)2011-12-31$-34,842
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,244,502
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,279,344
Assets. Value of participant loans2011-12-31$22,995
Assets. Value of real-estate (other than employer real property)2011-12-31$287,000
Total contributions received or receivable from employer(s)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN

2023: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACOBS, KLEINMAN, SEIBEL AND MCNALLY, LPA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
Insurance contract or identification number007414393
Number of Individuals Covered2
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
Insurance contract or identification number007414393
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007414393
Policy instance 1

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