401k Plan data: JACOBS AUTO SUPPLIES 401(K) PLAN plan

JACOBS AUTO SUPPLIES 401(K) PLAN 401k Plan overview

Plan Name	JACOBS AUTO SUPPLIES 401(K) PLAN
Plan identification number	001

JACOBS AUTO SUPPLIES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JACOBS AUTO SUPPLLIES has sponsored the creation of one or more 401k plans.

Company Name: JACOBS AUTO SUPPLLIES

Employer identification number (EIN): 232151890

NAIC Classification: 423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBS AUTO SUPPLIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 RICHARD JACOBS 2022-09-28
001 2020-01-01 RICHARD JACOBS 2021-07-16
001 2019-01-01 CHARLES JACOBS 2020-07-16
001 2019-01-01
001 2018-01-01 CHARLES JACOBS 2019-07-22
001 2017-01-01 MARGARITA MANESIS 2018-07-05
001 2016-01-01 MARGARITA MANESIS 2017-08-31
001 2015-01-01
001 2014-01-01 CHARLES JACOBS 2015-07-23
001 2013-01-01 CHARLES JACOBS 2014-05-22
001 2012-01-01 CHARLES JACOBS 2013-07-23
001 2011-01-01 MARIANNE MUNDY 2012-08-07
001 2010-01-01 MARGARITA MANESIS
001 2009-01-01 MARGARITA MANESIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	RICHARD JACOBS	2022-09-28
001	2020-01-01	RICHARD JACOBS	2021-07-16
001	2019-01-01	CHARLES JACOBS	2020-07-16
001	2019-01-01
001	2018-01-01	CHARLES JACOBS	2019-07-22
001	2017-01-01	MARGARITA MANESIS	2018-07-05
001	2016-01-01	MARGARITA MANESIS	2017-08-31
001	2015-01-01
001	2014-01-01	CHARLES JACOBS	2015-07-23
001	2013-01-01	CHARLES JACOBS	2014-05-22
001	2012-01-01	CHARLES JACOBS	2013-07-23
001	2011-01-01	MARIANNE MUNDY	2012-08-07
001	2010-01-01	MARGARITA MANESIS
001	2009-01-01	MARGARITA MANESIS

Plan Statistics for JACOBS AUTO SUPPLIES 401(K) PLAN

401k plan membership statisitcs for JACOBS AUTO SUPPLIES 401(K) PLAN

Measure Date Value
2019: JACOBS AUTO SUPPLIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2010: JACOBS AUTO SUPPLIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 15
Number of participants with account balances 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: JACOBS AUTO SUPPLIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 1
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2019: JACOBS AUTO SUPPLIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2010: JACOBS AUTO SUPPLIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	15
Number of participants with account balances	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: JACOBS AUTO SUPPLIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	1
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on JACOBS AUTO SUPPLIES 401(K) PLAN

Measure	Date	Value
2019 : JACOBS AUTO SUPPLIES 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,933
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,933
Total plan assets at beginning of year	2019-12-31	$0
Value of fidelity bond covering the plan	2019-12-31	$0
Total contributions received or receivable from participants	2019-12-31	$14,612
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-12,679
Net income (gross income less expenses)	2019-12-31	$1,933
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,933
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2010 : JACOBS AUTO SUPPLIES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$38,259
Expenses. Total of all expenses incurred	2010-12-31	$10,534
Benefits paid (including direct rollovers)	2010-12-31	$10,534
Total plan assets at end of year	2010-12-31	$120,331
Total plan assets at beginning of year	2010-12-31	$92,606
Total contributions received or receivable from participants	2010-12-31	$19,190
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$13,391
Net income (gross income less expenses)	2010-12-31	$27,725
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$120,331
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$92,606
Total contributions received or receivable from employer(s)	2010-12-31	$5,678
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for JACOBS AUTO SUPPLIES 401(K) PLAN

2019: JACOBS AUTO SUPPLIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
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
2010: JACOBS AUTO SUPPLIES 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: JACOBS AUTO SUPPLIES 401(K) 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

942007

Policy instance

Insurance contract or identification number	942007
Number of Individuals Covered	15
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $448
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $448
Insurance broker organization code?	4
Insurance broker name	PRIMERICA FINANCIAL SERVICES, INC.

Potentially related plans

JACOBS AUTOMATION, INC. 401(K) PLAN [EIN = 342033673]

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Company Name:	JACOBS AUTO SUPPLLIES
Employer identification number (EIN):	232151890
NAIC Classification:	423100