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JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 401k Plan overview

Plan NameJACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES
Plan identification number 001

JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 HAT CO., INC has sponsored the creation of one or more 401k plans.

Company Name:JACOBSON HAT CO., INC
Employer identification number (EIN):112023537
NAIC Classification:315990
NAIC Description:Apparel Accessories and Other Apparel Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATRICIA STEC
0012016-01-01PATRICIA STEC
0012015-01-01PATRICIA STEC
0012014-01-01PATRICIA STEC
0012013-01-01PATRICIA STEC
0012012-01-01PATRICIA STEC PATRICIA STEC2014-05-16
0012011-01-01DAVID DICKSTEIN
0012010-01-01JERRY MCGREEVY
0012009-01-01JERRY MCGREEVY

Plan Statistics for JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES

401k plan membership statisitcs for JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES

Measure Date Value
2023: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-0124
Total number of active participants reported on line 7a of the Form 55002023-01-0120
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013
Total of all active and inactive participants2023-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0123
Number of participants with account balances2023-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-0121
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0124
Number of participants with account balances2022-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-0131
Total number of active participants reported on line 7a of the Form 55002021-01-0123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0124
Number of participants with account balances2021-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-0134
Total number of active participants reported on line 7a of the Form 55002020-01-0129
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0131
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-0138
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0134
Number of participants with account balances2019-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-0138
Total number of active participants reported on line 7a of the Form 55002018-01-0137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0138
Number of participants with account balances2018-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-0133
Total number of active participants reported on line 7a of the Form 55002017-01-0137
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0138
Number of participants with account balances2017-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-0138
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0133
Number of participants with account balances2016-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-0142
Total number of active participants reported on line 7a of the Form 55002015-01-0137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0138
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-0143
Total number of active participants reported on line 7a of the Form 55002014-01-0141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0142
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-0148
Total number of active participants reported on line 7a of the Form 55002013-01-0143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0143
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-0142
Total number of active participants reported on line 7a of the Form 55002012-01-0148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0148
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-0144
Total number of active participants reported on line 7a of the Form 55002011-01-0142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0142
Number of participants with account balances2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-0143
Total number of active participants reported on line 7a of the Form 55002010-01-0144
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0144
Number of participants with account balances2010-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-0143
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0143
Number of participants with account balances2009-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES

Measure Date Value
2023 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$455,491
Expenses. Total of all expenses incurred2023-12-31$348,965
Benefits paid (including direct rollovers)2023-12-31$338,491
Total plan assets at end of year2023-12-31$2,411,578
Total plan assets at beginning of year2023-12-31$2,305,052
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$83,766
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$371,725
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$106,526
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,411,578
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,305,052
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$10,414
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$60
2022 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-386,684
Expenses. Total of all expenses incurred2022-12-31$140,704
Benefits paid (including direct rollovers)2022-12-31$123,659
Total plan assets at end of year2022-12-31$2,305,052
Total plan assets at beginning of year2022-12-31$2,832,440
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$77,358
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-464,042
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-527,388
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,305,052
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,832,440
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$16,890
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$155
2021 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$432,165
Expenses. Total of all expenses incurred2021-12-31$215,776
Benefits paid (including direct rollovers)2021-12-31$209,233
Total plan assets at end of year2021-12-31$2,832,440
Total plan assets at beginning of year2021-12-31$2,616,051
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$89,732
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$342,433
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$216,389
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,832,440
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,616,051
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$6,483
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$60
2020 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$420,801
Expenses. Total of all expenses incurred2020-12-31$229,271
Benefits paid (including direct rollovers)2020-12-31$189,167
Total plan assets at end of year2020-12-31$2,616,051
Total plan assets at beginning of year2020-12-31$2,424,521
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$71,886
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$348,915
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$191,530
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,616,051
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,424,521
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$40,064
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$40
2019 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$481,716
Expenses. Total of all expenses incurred2019-12-31$141,649
Benefits paid (including direct rollovers)2019-12-31$137,983
Total plan assets at end of year2019-12-31$2,424,521
Total plan assets at beginning of year2019-12-31$2,084,454
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$115,787
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$365,929
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$340,067
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,424,521
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,084,454
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$3,561
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$105
2018 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-40,775
Expenses. Total of all expenses incurred2018-12-31$16,309
Benefits paid (including direct rollovers)2018-12-31$16,264
Total plan assets at end of year2018-12-31$2,084,454
Total plan assets at beginning of year2018-12-31$2,141,538
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$83,620
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-124,395
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-57,084
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,084,454
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,141,538
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$45
2017 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$355,701
Expenses. Total of all expenses incurred2017-12-31$70,292
Benefits paid (including direct rollovers)2017-12-31$58,775
Total plan assets at end of year2017-12-31$2,141,538
Total plan assets at beginning of year2017-12-31$1,856,129
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$73,711
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$281,990
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$285,409
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,141,538
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,856,129
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$11,487
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30
2016 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$237,275
Expenses. Total of all expenses incurred2016-12-31$498,871
Benefits paid (including direct rollovers)2016-12-31$495,148
Total plan assets at end of year2016-12-31$1,856,129
Total plan assets at beginning of year2016-12-31$2,117,725
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$91,618
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$145,657
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-261,596
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,856,129
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,117,725
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$3,678
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$45
2015 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$95,418
Expenses. Total of all expenses incurred2015-12-31$459,598
Benefits paid (including direct rollovers)2015-12-31$441,080
Total plan assets at end of year2015-12-31$2,117,725
Total plan assets at beginning of year2015-12-31$2,481,905
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$115,392
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-19,974
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-364,180
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,117,725
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,481,905
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$18,468
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$262,079
Expenses. Total of all expenses incurred2014-12-31$167,056
Benefits paid (including direct rollovers)2014-12-31$145,423
Total plan assets at end of year2014-12-31$2,481,905
Total plan assets at beginning of year2014-12-31$2,386,882
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$122,470
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$139,609
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$95,023
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,481,905
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,386,882
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$21,573
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$60
2013 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$409,533
Expenses. Total of all expenses incurred2013-12-31$120,950
Benefits paid (including direct rollovers)2013-12-31$110,035
Total plan assets at end of year2013-12-31$2,386,882
Total plan assets at beginning of year2013-12-31$2,098,299
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$123,357
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$286,176
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$288,583
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,386,882
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,098,299
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$10,882
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$33
2012 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2012 401k financial data
Total income from all sources2012-12-31$358,847
Expenses. Total of all expenses incurred2012-12-31$10,481
Benefits paid (including direct rollovers)2012-12-31$6,658
Total plan assets at end of year2012-12-31$2,098,299
Total plan assets at beginning of year2012-12-31$1,749,933
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$150,622
Contributions received from other sources (not participants or employers)2012-12-31$11,783
Other income received2012-12-31$196,442
Net income (gross income less expenses)2012-12-31$348,366
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,098,299
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,749,933
Value of corrective distributions2012-12-31$3,782
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$41
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2011 401k financial data
Total income from all sources2011-12-31$126,709
Expenses. Total of all expenses incurred2011-12-31$36,916
Benefits paid (including direct rollovers)2011-12-31$6,625
Total plan assets at end of year2011-12-31$1,749,933
Total plan assets at beginning of year2011-12-31$1,660,140
Value of fidelity bond covering the plan2011-12-31$1,500,000
Total contributions received or receivable from participants2011-12-31$143,755
Other income received2011-12-31$-17,046
Net income (gross income less expenses)2011-12-31$89,793
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,749,933
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,660,140
Value of corrective distributions2011-12-31$30,289
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2010 401k financial data
Total income from all sources2010-12-31$352,946
Expenses. Total of all expenses incurred2010-12-31$51,860
Benefits paid (including direct rollovers)2010-12-31$42,014
Total plan assets at end of year2010-12-31$1,660,140
Total plan assets at beginning of year2010-12-31$1,359,054
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$168,033
Other income received2010-12-31$184,913
Net income (gross income less expenses)2010-12-31$301,086
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,660,140
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,359,054
Value of corrective distributions2010-12-31$9,796
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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 HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES

2023: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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 HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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 HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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 HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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 HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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 HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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 HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JACOBSON HAT CO., INC. 401(K) PLAN FOR MANAGERS AND OFFICE EMPLOYEES 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

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