401k Plan data: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN plan

JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 401k Plan overview

Plan Name	JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN
Plan identification number	001

JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS 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.
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 CAPITAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JACOBSON CAPITAL SERVICES, INC.

Employer identification number (EIN): 133059993

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about JACOBSON CAPITAL SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1982-07-14

Company Identification Number: 781839

Legal Registered Office Address: 60 E. 42ND ST.
SUITE 3120
NEW YORK
United States of America (USA)
10165

More information about JACOBSON CAPITAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 SETH JACOBSON 2019-10-01 SETH JACOBSON 2019-10-01
001 2017-01-01 SETH JACOBSON 2018-06-12 SETH JACOBSON 2018-06-12
001 2016-01-01 PATRICIA ONEILL 2017-07-10
001 2015-01-01 PATRICIA ONEILL
001 2014-01-01 SETH JACOBSON
001 2013-01-01 SETH JACOBSON SETH JACOBSON 2014-06-18
001 2012-01-01 PATRICIA ONEILL SETH JACOBSON 2013-09-09
001 2011-01-01 SETH JACOBSON SETH JACOBSON 2012-05-24
001 2009-01-01 SETH JACOBSON SETH JACOBSON 2010-06-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	SETH JACOBSON	2019-10-01	SETH JACOBSON	2019-10-01
001	2017-01-01	SETH JACOBSON	2018-06-12	SETH JACOBSON	2018-06-12
001	2016-01-01	PATRICIA ONEILL	2017-07-10
001	2015-01-01	PATRICIA ONEILL
001	2014-01-01	SETH JACOBSON
001	2013-01-01	SETH JACOBSON		SETH JACOBSON	2014-06-18
001	2012-01-01	PATRICIA ONEILL		SETH JACOBSON	2013-09-09
001	2011-01-01	SETH JACOBSON		SETH JACOBSON	2012-05-24
001	2009-01-01	SETH JACOBSON		SETH JACOBSON	2010-06-22

Plan Statistics for JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN

401k plan membership statisitcs for JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN

Measure Date Value
2015: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 38
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 37
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 38
Number of participants with account balances 2013-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 35
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 40
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	38
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	37
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	38
Number of participants with account balances	2013-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	35
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	40
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN

Measure	Date	Value
2015 : JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$75,895
Expenses. Total of all expenses incurred	2015-12-31	$24,744
Benefits paid (including direct rollovers)	2015-12-31	$20,708
Total plan assets at end of year	2015-12-31	$1,412,967
Total plan assets at beginning of year	2015-12-31	$1,361,816
Value of fidelity bond covering the plan	2015-12-31	$265,000
Total contributions received or receivable from participants	2015-12-31	$60,157
Other income received	2015-12-31	$15,738
Net income (gross income less expenses)	2015-12-31	$51,151
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,412,967
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,361,816
Assets. Value of participant loans	2015-12-31	$23,574
Value of corrective distributions	2015-12-31	$227
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,809
2014 : JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$156,549
Expenses. Total of all expenses incurred	2014-12-31	$37,232
Benefits paid (including direct rollovers)	2014-12-31	$33,037
Total plan assets at end of year	2014-12-31	$1,361,816
Total plan assets at beginning of year	2014-12-31	$1,242,499
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$57,289
Other income received	2014-12-31	$99,260
Net income (gross income less expenses)	2014-12-31	$119,317
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,361,816
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,242,499
Assets. Value of participant loans	2014-12-31	$16,039
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,195
2013 : JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$303,036
Expenses. Total of all expenses incurred	2013-12-31	$69,749
Benefits paid (including direct rollovers)	2013-12-31	$65,720
Total plan assets at end of year	2013-12-31	$1,242,499
Total plan assets at beginning of year	2013-12-31	$1,009,212
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$52,721
Other income received	2013-12-31	$250,315
Net income (gross income less expenses)	2013-12-31	$233,287
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,242,499
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,009,212
Assets. Value of participant loans	2013-12-31	$26,629
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,029
2012 : JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$170,424
Expenses. Total of all expenses incurred	2012-12-31	$39,427
Benefits paid (including direct rollovers)	2012-12-31	$37,004
Total plan assets at end of year	2012-12-31	$1,009,212
Total plan assets at beginning of year	2012-12-31	$878,215
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$51,008
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$119,416
Net income (gross income less expenses)	2012-12-31	$130,997
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,009,212
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$878,215
Assets. Value of participant loans	2012-12-31	$24,283
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,423
2011 : JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$48,835
Expenses. Total of all expenses incurred	2011-12-31	$5,338
Benefits paid (including direct rollovers)	2011-12-31	$3,000
Total plan assets at end of year	2011-12-31	$878,215
Total plan assets at beginning of year	2011-12-31	$834,718
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$55,006
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-6,171
Net income (gross income less expenses)	2011-12-31	$43,497
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$878,215
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$834,718
Assets. Value of participant loans	2011-12-31	$19,812
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,338
2010 : JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$137,001
Expenses. Total of all expenses incurred	2010-12-31	$30,877
Benefits paid (including direct rollovers)	2010-12-31	$24,407
Total plan assets at end of year	2010-12-31	$834,718
Total plan assets at beginning of year	2010-12-31	$728,594
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$52,817
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$84,184
Net income (gross income less expenses)	2010-12-31	$106,124
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$834,718
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$728,594
Assets. Value of participant loans	2010-12-31	$15,026
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$4,045
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,425

Form 5500 Responses for JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN

2015: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JACOBSON CAPITAL SERVICES, INC. 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

JACOBSON CAPITAL, INC. 401(K) AND PROFIT SHARING PLAN [EIN = 852438616]

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Company Name:	JACOBSON CAPITAL SERVICES, INC.
Employer identification number (EIN):	133059993
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1982-07-14
Company Identification Number:	781839
Legal Registered Office Address:	60 E. 42ND ST. SUITE 3120 NEW YORK United States of America (USA) 10165