?>
Logo

JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJACOBSON COMPANIES 401(K) PROFIT SHARING PLAN
Plan identification number 003

JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JHCI ACQUISITION, INC. has sponsored the creation of one or more 401k plans.

Company Name:JHCI ACQUISITION, INC.
Employer identification number (EIN):640964166
NAIC Classification:493100

Additional information about JHCI ACQUISITION, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4339728

More information about JHCI ACQUISITION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01DARREN GAYLOR DARREN GAYLOR2017-10-13
0032015-01-01KIM IVERSON KIM IVERSON2016-10-17
0032014-01-01CHRISTOPHER KUHL
0032013-01-01JACK INGLE
0032012-01-01GREG SCHIPPERS
0032011-01-01GREG SCHIPPERS

Plan Statistics for JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,725
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,750
Total number of active participants reported on line 7a of the Form 55002015-01-016,121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01589
Total of all active and inactive participants2015-01-016,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-016,725
Number of participants with account balances2015-01-012,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,056
Total number of active participants reported on line 7a of the Form 55002014-01-015,012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01664
Total of all active and inactive participants2014-01-015,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-015,689
Number of participants with account balances2014-01-012,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,721
Total number of active participants reported on line 7a of the Form 55002013-01-014,432
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01606
Total of all active and inactive participants2013-01-015,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-015,049
Number of participants with account balances2013-01-012,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0135
2012: JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,958
Total number of active participants reported on line 7a of the Form 55002012-01-014,149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01561
Total of all active and inactive participants2012-01-014,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-014,721
Number of participants with account balances2012-01-012,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0175
2011: JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,285
Total number of active participants reported on line 7a of the Form 55002011-01-014,586
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01360
Total of all active and inactive participants2011-01-014,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0111
Total participants2011-01-014,957
Number of participants with account balances2011-01-012,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0197

Financial Data on JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$38,021,702
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$6,704,118
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,144,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,987,429
Expenses. Certain deemed distributions of participant loans2016-12-31$39,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,275,152
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$37,461,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$117,501
Total interest from all sources2016-12-31$52,718
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$450,284
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$450,284
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$3,212,179
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,289,524
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$114,479
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$462,593
Other income not declared elsewhere2016-12-31$100,475
Administrative expenses (other) incurred2016-12-31$117,501
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$559,900
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,461,802
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,340,603
Interest on participant loans2016-12-31$52,718
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$3,695,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,760,968
Net investment gain or loss from common/collective trusts2016-12-31$64,521
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
Contributions received in cash from employer2016-12-31$600,380
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$22,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,987,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
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 name2016-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2016-12-31330688321
2015 : JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$194,648
Total income from all sources (including contributions)2015-12-31$4,520,046
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,540,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,213,290
Expenses. Certain deemed distributions of participant loans2015-12-31$13,429
Value of total corrective distributions2015-12-31$182,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,458,553
Value of total assets at end of year2015-12-31$37,461,802
Value of total assets at beginning of year2015-12-31$40,676,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$131,392
Total interest from all sources2015-12-31$49,659
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$388,396
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$388,396
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$3,582,242
Participant contributions at end of year2015-12-31$1,289,524
Participant contributions at beginning of year2015-12-31$1,110,751
Participant contributions at end of year2015-12-31$114,479
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$243,796
Other income not declared elsewhere2015-12-31$3,934
Administrative expenses (other) incurred2015-12-31$131,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,020,306
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,461,802
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,482,108
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$32,340,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,855,188
Interest on participant loans2015-12-31$49,659
Value of interest in common/collective trusts at end of year2015-12-31$3,695,074
Value of interest in common/collective trusts at beginning of year2015-12-31$4,468,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-375,539
Net investment gain or loss from common/collective trusts2015-12-31$-4,957
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
Contributions received in cash from employer2015-12-31$632,515
Employer contributions (assets) at end of year2015-12-31$22,122
Employer contributions (assets) at beginning of year2015-12-31$242,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,213,290
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$194,648
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 name2015-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2015-12-31330688321
2014 : JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$194,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$188,855
Total income from all sources (including contributions)2014-12-31$5,712,697
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,106,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,787,578
Value of total corrective distributions2014-12-31$199,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,374,925
Value of total assets at end of year2014-12-31$40,676,756
Value of total assets at beginning of year2014-12-31$40,064,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$119,947
Total interest from all sources2014-12-31$46,787
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$472,849
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$472,849
Administrative expenses professional fees incurred2014-12-31$14,795
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$2,743,504
Participant contributions at end of year2014-12-31$1,110,751
Participant contributions at beginning of year2014-12-31$1,218,572
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$389,283
Other income not declared elsewhere2014-12-31$93,729
Administrative expenses (other) incurred2014-12-31$105,152
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$606,046
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,482,108
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,876,062
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$34,855,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,381,773
Interest on participant loans2014-12-31$46,787
Value of interest in common/collective trusts at end of year2014-12-31$4,468,679
Value of interest in common/collective trusts at beginning of year2014-12-31$4,464,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,657,493
Net investment gain or loss from common/collective trusts2014-12-31$66,914
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
Contributions received in cash from employer2014-12-31$242,138
Employer contributions (assets) at end of year2014-12-31$242,138
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,787,578
Liabilities. Value of benefit claims payable at end of year2014-12-31$194,648
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$188,855
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$4,756,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$188,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$218,835
Total income from all sources (including contributions)2013-12-31$9,980,891
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,595,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,464,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,939,282
Value of total assets at end of year2013-12-31$40,064,917
Value of total assets at beginning of year2013-12-31$39,466,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$131,205
Total interest from all sources2013-12-31$52,119
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,199,573
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$1,199,573
Administrative expenses professional fees incurred2013-12-31$21,986
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$2,719,568
Participant contributions at end of year2013-12-31$1,218,572
Participant contributions at beginning of year2013-12-31$1,360,038
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$217,380
Other income not declared elsewhere2013-12-31$104,992
Administrative expenses (other) incurred2013-12-31$109,219
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$5,385,272
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,876,062
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,247,260
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$34,381,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,141,344
Interest on participant loans2013-12-31$52,119
Value of interest in common/collective trusts at end of year2013-12-31$4,464,572
Value of interest in common/collective trusts at beginning of year2013-12-31$4,964,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,728,493
Net investment gain or loss from common/collective trusts2013-12-31$-43,568
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,464,414
Liabilities. Value of benefit claims payable at end of year2013-12-31$188,855
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$218,835
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : JACOBSON COMPANIES 401(K) PROFIT SHARING 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$218,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$145,532
Total income from all sources (including contributions)2012-12-31$8,251,941
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,266,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,158,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,073,601
Value of total assets at end of year2012-12-31$39,466,095
Value of total assets at beginning of year2012-12-31$35,407,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$107,866
Total interest from all sources2012-12-31$57,567
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$437,118
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$437,118
Administrative expenses professional fees incurred2012-12-31$35,966
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$3,100,456
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$370,007
Assets. Loans (other than to participants) at end of year2012-12-31$1,360,038
Assets. Loans (other than to participants) at beginning of year2012-12-31$1,312,150
Other income not declared elsewhere2012-12-31$83,958
Administrative expenses (other) incurred2012-12-31$71,900
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$3,985,347
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,247,260
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,261,913
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$33,141,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,003,740
Income. Interest from loans (other than to participants)2012-12-31$57,567
Value of interest in common/collective trusts at end of year2012-12-31$4,964,713
Value of interest in common/collective trusts at beginning of year2012-12-31$5,091,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,505,095
Net investment gain or loss from common/collective trusts2012-12-31$94,602
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
Contributions received in cash from employer2012-12-31$603,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,158,728
Liabilities. Value of benefit claims payable at end of year2012-12-31$218,835
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$145,532
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 name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : JACOBSON COMPANIES 401(K) PROFIT SHARING 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$145,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$183,416
Total income from all sources (including contributions)2011-12-31$3,561,771
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,996,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,657,515
Value of total corrective distributions2011-12-31$173,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,884,073
Value of total assets at end of year2011-12-31$35,407,445
Value of total assets at beginning of year2011-12-31$34,880,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$166,216
Total interest from all sources2011-12-31$51,973
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$327,568
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$327,568
Administrative expenses professional fees incurred2011-12-31$55,893
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$3,067,903
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$2,020
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$247,058
Assets. Loans (other than to participants) at end of year2011-12-31$1,312,150
Assets. Loans (other than to participants) at beginning of year2011-12-31$1,108,267
Other income not declared elsewhere2011-12-31$11,670
Administrative expenses (other) incurred2011-12-31$110,323
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$564,795
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,261,913
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,697,118
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$29,003,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,901,982
Interest on participant loans2011-12-31$51,973
Value of interest in common/collective trusts at end of year2011-12-31$5,091,555
Value of interest in common/collective trusts at beginning of year2011-12-31$4,868,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-831,709
Net investment gain or loss from common/collective trusts2011-12-31$118,196
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
Contributions received in cash from employer2011-12-31$569,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,657,515
Liabilities. Value of benefit claims payable at end of year2011-12-31$145,532
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$183,416
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 name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,951,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$183,416
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$7,336,783
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,027,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,850,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,015,214
Value of total assets at end of year2010-12-31$34,880,534
Value of total assets at beginning of year2010-12-31$30,436,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$177,527
Total interest from all sources2010-12-31$47,762
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$314,888
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$314,888
Administrative expenses professional fees incurred2010-12-31$79,615
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$2,797,279
Participant contributions at end of year2010-12-31$2,020
Participant contributions at beginning of year2010-12-31$40,669
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$77,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$21,640,841
Assets. Loans (other than to participants) at end of year2010-12-31$1,108,267
Administrative expenses (other) incurred2010-12-31$97,912
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$117
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$309,044
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,697,118
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,436,207
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$28,901,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,327,617
Interest on participant loans2010-12-31$47,749
Value of interest in common/collective trusts at end of year2010-12-31$4,868,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,172,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,172,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$2,254,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,719,625
Net investment gain or loss from common/collective trusts2010-12-31$239,294
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
Contributions received in cash from employer2010-12-31$1,140,183
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,850,212
Liabilities. Value of benefit claims payable at end of year2010-12-31$183,416
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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 name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for JACOBSON COMPANIES 401(K) PROFIT SHARING PLAN

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

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3