401k Plan data: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN plan

JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JACOBSON HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: JACOBSON HOLDINGS, INC.

Employer identification number (EIN): 832239067

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MURRAY DROESCHER 2023-10-11 MURRAY DROESCHER 2023-10-11
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MURRAY DROESCHER	2023-10-11	MURRAY DROESCHER	2023-10-11
001	2021-01-01
001	2020-01-01
001	2019-01-01

Plan Statistics for JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,262
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 655
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 408
Total of all active and inactive participants 2022-01-01 1,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,069
Number of participants with account balances 2022-01-01 660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 41
2021: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,227
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 641
Number of retired or separated participants receiving benefits 2021-01-01 17
Number of other retired or separated participants entitled to future benefits 2021-01-01 405
Total of all active and inactive participants 2021-01-01 1,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,063
Number of participants with account balances 2021-01-01 711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,247
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 709
Number of retired or separated participants receiving benefits 2020-01-01 19
Number of other retired or separated participants entitled to future benefits 2020-01-01 333
Total of all active and inactive participants 2020-01-01 1,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,061
Number of participants with account balances 2020-01-01 646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2019: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,060
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 770
Number of retired or separated participants receiving benefits 2019-01-01 15
Number of other retired or separated participants entitled to future benefits 2019-01-01 242
Total of all active and inactive participants 2019-01-01 1,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,027
Number of participants with account balances 2019-01-01 601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 90

Measure	Date	Value
2022: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,262
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	655
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	408
Total of all active and inactive participants	2022-01-01	1,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,069
Number of participants with account balances	2022-01-01	660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	41
2021: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,227
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	641
Number of retired or separated participants receiving benefits	2021-01-01	17
Number of other retired or separated participants entitled to future benefits	2021-01-01	405
Total of all active and inactive participants	2021-01-01	1,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,063
Number of participants with account balances	2021-01-01	711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,247
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	709
Number of retired or separated participants receiving benefits	2020-01-01	19
Number of other retired or separated participants entitled to future benefits	2020-01-01	333
Total of all active and inactive participants	2020-01-01	1,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,061
Number of participants with account balances	2020-01-01	646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2019: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,060
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	770
Number of retired or separated participants receiving benefits	2019-01-01	15
Number of other retired or separated participants entitled to future benefits	2019-01-01	242
Total of all active and inactive participants	2019-01-01	1,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,027
Number of participants with account balances	2019-01-01	601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	90

Financial Data on JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-1,085,986
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,710,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,542,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,558,268
Value of total assets at end of year	2022-12-31	$13,117,732
Value of total assets at beginning of year	2022-12-31	$15,914,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$168,392
Total interest from all sources	2022-12-31	$13,124
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$322,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$322,295
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,200,424
Participant contributions at end of year	2022-12-31	$309,769
Participant contributions at beginning of year	2022-12-31	$298,276
Participant contributions at end of year	2022-12-31	$38,848
Participant contributions at beginning of year	2022-12-31	$1,983
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$41,945
Administrative expenses (other) incurred	2022-12-31	$9,850
Total non interest bearing cash at end of year	2022-12-31	$-11,567
Total non interest bearing cash at beginning of year	2022-12-31	$4,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,796,422
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,117,732
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,914,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$63,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,264,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,112,591
Income. Interest from loans (other than to participants)	2022-12-31	$13,124
Value of interest in common/collective trusts at end of year	2022-12-31	$200,152
Value of interest in common/collective trusts at beginning of year	2022-12-31	$192,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,979,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$315,899
Employer contributions (assets) at end of year	2022-12-31	$315,899
Employer contributions (assets) at beginning of year	2022-12-31	$304,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,542,044
Contract administrator fees	2022-12-31	$94,792
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN	2022-12-31	481246310
2021 : JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$3,698,208
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,798,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,668,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,683,954
Value of total assets at end of year	2021-12-31	$15,914,154
Value of total assets at beginning of year	2021-12-31	$14,014,070
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$129,759
Total interest from all sources	2021-12-31	$13,324
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$692,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$692,354
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,185,886
Participant contributions at end of year	2021-12-31	$298,276
Participant contributions at beginning of year	2021-12-31	$267,602
Participant contributions at end of year	2021-12-31	$1,983
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$194,038
Administrative expenses (other) incurred	2021-12-31	$3,906
Total non interest bearing cash at end of year	2021-12-31	$4,889
Total non interest bearing cash at beginning of year	2021-12-31	$15,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,900,084
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,914,154
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,014,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$49,009
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,112,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,535,871
Interest on participant loans	2021-12-31	$13,324
Value of interest in common/collective trusts at end of year	2021-12-31	$192,385
Value of interest in common/collective trusts at beginning of year	2021-12-31	$194,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,305,794
Net investment gain or loss from common/collective trusts	2021-12-31	$2,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$304,030
Employer contributions (assets) at end of year	2021-12-31	$304,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,668,365
Contract administrator fees	2021-12-31	$76,844
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN	2021-12-31	481246310
2020 : JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$3,024,834
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,075,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,941,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,276,386
Value of total assets at end of year	2020-12-31	$14,014,070
Value of total assets at beginning of year	2020-12-31	$13,064,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$133,859
Total interest from all sources	2020-12-31	$17,918
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$273,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$273,814
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,137,136
Participant contributions at end of year	2020-12-31	$267,602
Participant contributions at beginning of year	2020-12-31	$390,593
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$139,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$585
Administrative expenses (other) incurred	2020-12-31	$2,162
Total non interest bearing cash at end of year	2020-12-31	$15,730
Total non interest bearing cash at beginning of year	2020-12-31	$100,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$949,145
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,014,070
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,064,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$62,652
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,535,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,358,616
Interest on participant loans	2020-12-31	$17,918
Value of interest in common/collective trusts at end of year	2020-12-31	$194,867
Value of interest in common/collective trusts at beginning of year	2020-12-31	$215,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,455,976
Net investment gain or loss from common/collective trusts	2020-12-31	$740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,941,830
Contract administrator fees	2020-12-31	$69,045
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN	2020-12-31	481246310
2019 : JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$3,989,419
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,386,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,283,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,577,968
Value of total assets at end of year	2019-12-31	$13,064,925
Value of total assets at beginning of year	2019-12-31	$11,461,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$102,435
Total interest from all sources	2019-12-31	$354,601
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,222,642
Participant contributions at end of year	2019-12-31	$390,593
Participant contributions at beginning of year	2019-12-31	$458,418
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,718
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$585
Total non interest bearing cash at end of year	2019-12-31	$100,024
Total non interest bearing cash at beginning of year	2019-12-31	$16,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,603,334
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,064,925
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,461,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$65,259
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,358,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,562,260
Interest on participant loans	2019-12-31	$22,940
Value of interest in common/collective trusts at end of year	2019-12-31	$215,107
Value of interest in common/collective trusts at beginning of year	2019-12-31	$424,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$331,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,056,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$331,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,283,650
Contract administrator fees	2019-12-31	$37,176
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN	2019-12-31	481246310

Form 5500 Responses for JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

2022: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	JACOBSON HOLDINGS, INC.
Employer identification number (EIN):	832239067
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance