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JACOBSON ASSOCIATES 401K PLAN 401k Plan overview

Plan NameJACOBSON ASSOCIATES 401K PLAN
Plan identification number 001

JACOBSON ASSOCIATES 401K 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

J.J. & H., LTD. has sponsored the creation of one or more 401k plans.

Company Name:J.J. & H., LTD.
Employer identification number (EIN):362719570
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBSON ASSOCIATES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEVIE SMITH
0012016-01-01RICHARD JACOBSON
0012015-01-01RICHARD JACOBSON
0012014-01-01RICHARD JACOBSON
0012013-01-01RICHARD JABOBSON
0012012-01-01RICHARD JACOBSON
0012011-01-01PATRICIA ODELL
0012009-01-01PATRICIA O'DELL

Plan Statistics for JACOBSON ASSOCIATES 401K PLAN

401k plan membership statisitcs for JACOBSON ASSOCIATES 401K PLAN

Measure Date Value
2022: JACOBSON ASSOCIATES 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01366
Total number of active participants reported on line 7a of the Form 55002022-01-01162
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01193
Total of all active and inactive participants2022-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01356
Number of participants with account balances2022-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: JACOBSON ASSOCIATES 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01362
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01180
Total of all active and inactive participants2021-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01355
Number of participants with account balances2021-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JACOBSON ASSOCIATES 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01317
Total number of active participants reported on line 7a of the Form 55002020-01-01208
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01133
Total of all active and inactive participants2020-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01341
Number of participants with account balances2020-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JACOBSON ASSOCIATES 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01275
Total number of active participants reported on line 7a of the Form 55002019-01-01193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01113
Total of all active and inactive participants2019-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01306
Number of participants with account balances2019-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JACOBSON ASSOCIATES 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01258
Total number of active participants reported on line 7a of the Form 55002018-01-01173
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01264
Number of participants with account balances2018-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JACOBSON ASSOCIATES 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01233
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01252
Number of participants with account balances2017-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JACOBSON ASSOCIATES 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01205
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01228
Number of participants with account balances2016-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JACOBSON ASSOCIATES 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01191
Number of participants with account balances2015-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JACOBSON ASSOCIATES 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01306
Total number of active participants reported on line 7a of the Form 55002014-01-01248
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01266
Number of participants with account balances2014-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JACOBSON ASSOCIATES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01412
Total number of active participants reported on line 7a of the Form 55002013-01-01365
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01386
Number of participants with account balances2013-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JACOBSON ASSOCIATES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01392
Total number of active participants reported on line 7a of the Form 55002012-01-01397
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01412
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JACOBSON ASSOCIATES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01319
Total number of active participants reported on line 7a of the Form 55002011-01-01364
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01392
Number of participants with account balances2011-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JACOBSON ASSOCIATES 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01376
Total number of active participants reported on line 7a of the Form 55002009-01-01375
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01403
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on JACOBSON ASSOCIATES 401K PLAN

Measure Date Value
2022 : JACOBSON ASSOCIATES 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-301,820
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,374,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,295,146
Value of total corrective distributions2022-12-31$15,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,038,891
Value of total assets at end of year2022-12-31$7,077,683
Value of total assets at beginning of year2022-12-31$8,753,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,542
Total interest from all sources2022-12-31$1,992
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$140,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$140,284
Administrative expenses professional fees incurred2022-12-31$16,920
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,038,891
Participant contributions at end of year2022-12-31$21,682
Participant contributions at beginning of year2022-12-31$48,837
Other income not declared elsewhere2022-12-31$4,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,676,008
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,077,683
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,753,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,857,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,419,812
Interest on participant loans2022-12-31$1,992
Income. Interest from loans (other than to participants)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$198,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$174,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,487,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$111,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,295,146
Contract administrator fees2022-12-31$28,071
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : JACOBSON ASSOCIATES 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,267,905
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$687,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$631,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,230,335
Value of total assets at end of year2021-12-31$8,753,691
Value of total assets at beginning of year2021-12-31$7,173,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,225
Total interest from all sources2021-12-31$3,041
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$150,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$150,346
Administrative expenses professional fees incurred2021-12-31$14,963
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,089,686
Participant contributions at end of year2021-12-31$48,837
Participant contributions at beginning of year2021-12-31$64,818
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$26,199
Other income not declared elsewhere2021-12-31$1,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,580,562
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,753,691
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,173,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$19,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,419,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,030,244
Interest on participant loans2021-12-31$2,899
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$76,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$76,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$174,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$882,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$114,450
Employer contributions (assets) at end of year2021-12-31$111,000
Employer contributions (assets) at beginning of year2021-12-31$1,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$631,118
Contract administrator fees2021-12-31$21,907
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : JACOBSON ASSOCIATES 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,907,440
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$311,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$237,162
Value of total corrective distributions2020-12-31$26,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,062,246
Value of total assets at end of year2020-12-31$7,173,129
Value of total assets at beginning of year2020-12-31$5,576,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,230
Total interest from all sources2020-12-31$4,397
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$109,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$109,231
Administrative expenses professional fees incurred2020-12-31$13,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$710,670
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,037,948
Participant contributions at end of year2020-12-31$64,818
Participant contributions at beginning of year2020-12-31$103,598
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$22,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,596,317
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,173,129
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,576,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,030,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,470,550
Interest on participant loans2020-12-31$3,932
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$76,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$731,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,532
Employer contributions (assets) at end of year2020-12-31$1,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$237,162
Contract administrator fees2020-12-31$20,378
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : JACOBSON ASSOCIATES 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,906,111
Total income from all sources (including contributions)2019-12-31$1,906,111
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$811,880
Total of all expenses incurred2019-12-31$811,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$736,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$736,366
Expenses. Certain deemed distributions of participant loans2019-12-31$3,054
Expenses. Certain deemed distributions of participant loans2019-12-31$3,054
Value of total corrective distributions2019-12-31$28,633
Value of total corrective distributions2019-12-31$28,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$977,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$977,143
Value of total assets at end of year2019-12-31$5,576,812
Value of total assets at end of year2019-12-31$5,576,812
Value of total assets at beginning of year2019-12-31$4,482,581
Value of total assets at beginning of year2019-12-31$4,482,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,827
Total interest from all sources2019-12-31$3,073
Total interest from all sources2019-12-31$3,073
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$118,377
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$118,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$118,377
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$118,377
Administrative expenses professional fees incurred2019-12-31$12,875
Administrative expenses professional fees incurred2019-12-31$12,875
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$547,321
Value of fidelity bond cover2019-12-31$547,321
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$925,677
Contributions received from participants2019-12-31$925,677
Participant contributions at end of year2019-12-31$103,598
Participant contributions at end of year2019-12-31$103,598
Participant contributions at beginning of year2019-12-31$59,677
Participant contributions at beginning of year2019-12-31$59,677
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$11,693
Participant contributions at beginning of year2019-12-31$11,693
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,466
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,094,231
Value of net income/loss2019-12-31$1,094,231
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,576,812
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,576,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,482,581
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,482,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,470,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,470,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,388,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,388,208
Interest on participant loans2019-12-31$2,847
Interest on participant loans2019-12-31$2,847
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$23,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$23,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$23,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$23,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$807,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$807,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$736,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$736,366
Contract administrator fees2019-12-31$19,203
Contract administrator fees2019-12-31$19,203
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : JACOBSON ASSOCIATES 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$602,922
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$202,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$107,731
Value of total corrective distributions2018-12-31$55,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$881,942
Value of total assets at end of year2018-12-31$4,482,581
Value of total assets at beginning of year2018-12-31$4,081,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,232
Total interest from all sources2018-12-31$3,276
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$103,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$103,166
Administrative expenses professional fees incurred2018-12-31$12,489
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$408,178
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$864,583
Participant contributions at end of year2018-12-31$59,677
Participant contributions at beginning of year2018-12-31$55,419
Participant contributions at end of year2018-12-31$11,693
Participant contributions at beginning of year2018-12-31$14,087
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$400,799
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,482,581
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,081,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,388,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,995,244
Interest on participant loans2018-12-31$2,948
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$23,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$17,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$17,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-385,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$107,731
Contract administrator fees2018-12-31$15,862
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : JACOBSON ASSOCIATES 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$949,322
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$169,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$147,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$429,690
Value of total assets at end of year2017-12-31$4,081,782
Value of total assets at beginning of year2017-12-31$3,301,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,960
Total interest from all sources2017-12-31$3,361
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$86,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$86,329
Administrative expenses professional fees incurred2017-12-31$12,707
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$319,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$428,314
Participant contributions at end of year2017-12-31$55,419
Participant contributions at beginning of year2017-12-31$55,643
Participant contributions at end of year2017-12-31$14,087
Participant contributions at beginning of year2017-12-31$5,398
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,376
Administrative expenses (other) incurred2017-12-31$5,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$780,264
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,081,782
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,301,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,995,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,201,550
Interest on participant loans2017-12-31$3,281
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$1,007,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$17,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$31,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$31,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$263,242
Net investment gain or loss from common/collective trusts2017-12-31$166,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$147,098
Contract administrator fees2017-12-31$2,609
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2017-12-31381357951
2016 : JACOBSON ASSOCIATES 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$516,602
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$398,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$230,727
Value of total corrective distributions2016-12-31$148,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$268,087
Value of total assets at end of year2016-12-31$3,301,518
Value of total assets at beginning of year2016-12-31$3,183,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,417
Total interest from all sources2016-12-31$3,142
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$80,980
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$319,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$268,087
Participant contributions at end of year2016-12-31$55,643
Participant contributions at beginning of year2016-12-31$63,415
Participant contributions at end of year2016-12-31$5,398
Participant contributions at beginning of year2016-12-31$7,014
Administrative expenses (other) incurred2016-12-31$19,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$118,303
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,301,518
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,183,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,201,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,177,840
Interest on participant loans2016-12-31$3,142
Value of interest in common/collective trusts at end of year2016-12-31$1,007,396
Value of interest in common/collective trusts at beginning of year2016-12-31$916,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$31,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$18,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$18,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$41,775
Net investment gain or loss from common/collective trusts2016-12-31$122,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$230,727
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2016-12-31381357951
2015 : JACOBSON ASSOCIATES 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$274,068
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$290,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$146,336
Value of total corrective distributions2015-12-31$125,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$351,743
Value of total assets at end of year2015-12-31$3,183,215
Value of total assets at beginning of year2015-12-31$3,199,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,528
Total interest from all sources2015-12-31$3,485
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$176,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$176,344
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$320,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$296,215
Participant contributions at end of year2015-12-31$63,415
Participant contributions at beginning of year2015-12-31$75,374
Participant contributions at end of year2015-12-31$7,014
Participant contributions at beginning of year2015-12-31$9,400
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$55,528
Administrative expenses (other) incurred2015-12-31$18,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-16,273
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,183,215
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,199,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,177,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,159,621
Interest on participant loans2015-12-31$3,485
Value of interest in common/collective trusts at end of year2015-12-31$916,862
Value of interest in common/collective trusts at beginning of year2015-12-31$937,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$18,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$17,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$17,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-242,052
Net investment gain or loss from common/collective trusts2015-12-31$-15,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$146,336
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2015-12-31381357951
2014 : JACOBSON ASSOCIATES 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$435,460
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$242,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$219,728
Expenses. Certain deemed distributions of participant loans2014-12-31$624
Value of total corrective distributions2014-12-31$3,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$252,702
Value of total assets at end of year2014-12-31$3,199,488
Value of total assets at beginning of year2014-12-31$3,006,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,000
Total interest from all sources2014-12-31$4,430
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$234,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$234,532
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$301,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$252,702
Participant contributions at end of year2014-12-31$75,374
Participant contributions at beginning of year2014-12-31$80,004
Participant contributions at end of year2014-12-31$9,400
Participant contributions at beginning of year2014-12-31$10,282
Other income not declared elsewhere2014-12-31$89
Administrative expenses (other) incurred2014-12-31$19,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$192,494
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,199,488
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,006,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,159,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,962,289
Interest on participant loans2014-12-31$4,430
Value of interest in common/collective trusts at end of year2014-12-31$937,703
Value of interest in common/collective trusts at beginning of year2014-12-31$931,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$17,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$22,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$22,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-135,665
Net investment gain or loss from common/collective trusts2014-12-31$79,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$219,728
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2014-12-31381357951
2013 : JACOBSON ASSOCIATES 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$848,637
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$519,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$435,775
Expenses. Certain deemed distributions of participant loans2013-12-31$5,876
Value of total corrective distributions2013-12-31$56,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$352,849
Value of total assets at end of year2013-12-31$3,006,994
Value of total assets at beginning of year2013-12-31$2,677,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,613
Total interest from all sources2013-12-31$3,582
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$167,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$167,964
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$268,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$252,849
Participant contributions at end of year2013-12-31$80,004
Participant contributions at beginning of year2013-12-31$40,410
Participant contributions at end of year2013-12-31$10,282
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$100,000
Administrative expenses (other) incurred2013-12-31$20,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$329,430
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,006,994
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,677,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,962,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,806,388
Interest on participant loans2013-12-31$3,582
Value of interest in common/collective trusts at end of year2013-12-31$931,775
Value of interest in common/collective trusts at beginning of year2013-12-31$737,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$22,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$93,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$93,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$123,837
Net investment gain or loss from common/collective trusts2013-12-31$200,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$435,775
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2013-12-31381357951
2012 : JACOBSON ASSOCIATES 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$563,978
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$428,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$401,347
Expenses. Certain deemed distributions of participant loans2012-12-31$819
Value of total corrective distributions2012-12-31$18,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$256,337
Value of total assets at end of year2012-12-31$2,677,564
Value of total assets at beginning of year2012-12-31$2,541,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,310
Total interest from all sources2012-12-31$1,602
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$89,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$89,217
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$255,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$256,337
Participant contributions at end of year2012-12-31$40,410
Participant contributions at beginning of year2012-12-31$31,064
Other income not declared elsewhere2012-12-31$132
Administrative expenses (other) incurred2012-12-31$7,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$135,899
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,677,564
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,541,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,806,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,754,190
Interest on participant loans2012-12-31$1,602
Value of interest in common/collective trusts at end of year2012-12-31$737,517
Value of interest in common/collective trusts at beginning of year2012-12-31$681,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$93,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$75,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$75,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$118,059
Net investment gain or loss from common/collective trusts2012-12-31$98,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$401,347
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2012-12-31381357951
2011 : JACOBSON ASSOCIATES 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$174,853
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$245,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$210,494
Expenses. Certain deemed distributions of participant loans2011-12-31$1,969
Value of total corrective distributions2011-12-31$12,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$206,722
Value of total assets at end of year2011-12-31$2,541,665
Value of total assets at beginning of year2011-12-31$2,611,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,355
Total interest from all sources2011-12-31$2,854
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$55,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$55,031
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$262,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$206,722
Participant contributions at end of year2011-12-31$31,064
Participant contributions at beginning of year2011-12-31$21,262
Administrative expenses (other) incurred2011-12-31$20,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-70,240
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,541,665
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,611,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,754,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,671,141
Interest on participant loans2011-12-31$2,854
Value of interest in common/collective trusts at end of year2011-12-31$681,290
Value of interest in common/collective trusts at beginning of year2011-12-31$790,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$75,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$129,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$129,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-87,484
Net investment gain or loss from common/collective trusts2011-12-31$-2,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$210,494
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : JACOBSON ASSOCIATES 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$540,616
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$196,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$156,360
Expenses. Certain deemed distributions of participant loans2010-12-31$2,025
Value of total corrective distributions2010-12-31$18,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$205,682
Value of total assets at end of year2010-12-31$2,611,905
Value of total assets at beginning of year2010-12-31$2,267,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,980
Total interest from all sources2010-12-31$3,223
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$41,664
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$227,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$200,929
Participant contributions at end of year2010-12-31$21,262
Participant contributions at beginning of year2010-12-31$22,495
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,753
Other income not declared elsewhere2010-12-31$31
Administrative expenses (other) incurred2010-12-31$19,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$344,056
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,611,905
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,267,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,671,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,401,267
Interest on participant loans2010-12-31$3,218
Value of interest in common/collective trusts at end of year2010-12-31$790,274
Value of interest in common/collective trusts at beginning of year2010-12-31$631,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$129,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$212,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$212,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$173,488
Net investment gain or loss from common/collective trusts2010-12-31$116,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$156,360
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLACKMAN KALLICK BARTELSTEIN LLP
Accountancy firm EIN2010-12-31363468829
2009 : JACOBSON ASSOCIATES 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JACOBSON ASSOCIATES 401K PLAN

2022: JACOBSON ASSOCIATES 401K 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: JACOBSON ASSOCIATES 401K 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: JACOBSON ASSOCIATES 401K 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACOBSON ASSOCIATES 401K 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JACOBSON ASSOCIATES 401K 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: JACOBSON ASSOCIATES 401K 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACOBSON ASSOCIATES 401K 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACOBSON ASSOCIATES 401K 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACOBSON ASSOCIATES 401K 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JACOBSON ASSOCIATES 401K 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JACOBSON ASSOCIATES 401K 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACOBSON ASSOCIATES 401K 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JACOBSON ASSOCIATES 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number815284
Policy instance 1
Insurance contract or identification number815284
Number of Individuals Covered301
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number
Policy instance 1
Number of Individuals Covered293
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4810811
Policy instance 1
Insurance contract or identification number4810811
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3

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