401k Plan data: JACOBSEN TREE EXPERTS 401(K) PLAN plan

JACOBSEN TREE EXPERTS 401(K) PLAN 401k Plan overview

Plan Name	JACOBSEN TREE EXPERTS 401(K) PLAN
Plan identification number	001

JACOBSEN TREE EXPERTS 401(K) 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JACOBSEN TREE EXPERTS OF SD, INC. has sponsored the creation of one or more 401k plans.

Company Name: JACOBSEN TREE EXPERTS OF SD, INC.

Employer identification number (EIN): 262834974

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBSEN TREE EXPERTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CATHLEEN JACOBSEN 2023-09-20
001 2021-01-01 CATHLEEN JACOBSEN 2022-09-21
001 2020-01-01 CATHLEEN JACOBSEN 2021-05-24
001 2019-01-01 CATHLEEN JACOBSEN 2020-07-17
001 2018-01-01 CATHLEEN JACOBSEN 2019-09-03
001 2017-01-01 CATHLEEN JACOBSEN 2018-08-20
001 2016-01-01 CATHLEEN JACOBSEN 2017-07-11
001 2015-01-01 CATHLEEN JACOBSEN 2016-07-26
001 2014-01-01 CATHLEEN JACOBSEN 2015-06-17
001 2013-01-01 CATHLEEN JACOBSEN 2014-07-07
001 2012-01-01 CATHLEEN JACOBSEN 2013-06-18
001 2011-01-01 CATHLEEN JACOBSEN
001 2010-01-01 CATHLEEN JACOBSEN
001 2009-01-01
001 2009-01-01 CATHLEEN JACOBSEN
001 2008-01-01 CATHLEEN JACOBSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	CATHLEEN JACOBSEN	2023-09-20
001	2021-01-01	CATHLEEN JACOBSEN	2022-09-21
001	2020-01-01	CATHLEEN JACOBSEN	2021-05-24
001	2019-01-01	CATHLEEN JACOBSEN	2020-07-17
001	2018-01-01	CATHLEEN JACOBSEN	2019-09-03
001	2017-01-01	CATHLEEN JACOBSEN	2018-08-20
001	2016-01-01	CATHLEEN JACOBSEN	2017-07-11
001	2015-01-01	CATHLEEN JACOBSEN	2016-07-26
001	2014-01-01	CATHLEEN JACOBSEN	2015-06-17
001	2013-01-01	CATHLEEN JACOBSEN	2014-07-07
001	2012-01-01	CATHLEEN JACOBSEN	2013-06-18
001	2011-01-01	CATHLEEN JACOBSEN
001	2010-01-01	CATHLEEN JACOBSEN
001	2009-01-01
001	2009-01-01	CATHLEEN JACOBSEN
001	2008-01-01	CATHLEEN JACOBSEN

Plan Statistics for JACOBSEN TREE EXPERTS 401(K) PLAN

401k plan membership statisitcs for JACOBSEN TREE EXPERTS 401(K) PLAN

Measure Date Value
2011: JACOBSEN TREE EXPERTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 2
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JACOBSEN TREE EXPERTS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
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 3
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JACOBSEN TREE EXPERTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 5
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: JACOBSEN TREE EXPERTS 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 12
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 12
Number of participants with account balances 2008-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2011: JACOBSEN TREE EXPERTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	2
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JACOBSEN TREE EXPERTS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
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	3
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JACOBSEN TREE EXPERTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	5
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: JACOBSEN TREE EXPERTS 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	12
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	12
Number of participants with account balances	2008-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on JACOBSEN TREE EXPERTS 401(K) PLAN

Measure	Date	Value
2011 : JACOBSEN TREE EXPERTS 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$26,021
Expenses. Total of all expenses incurred	2011-12-31	$580
Benefits paid (including direct rollovers)	2011-12-31	$580
Total plan assets at end of year	2011-12-31	$104,465
Total plan assets at beginning of year	2011-12-31	$79,024
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$21,590
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-5,380
Net income (gross income less expenses)	2011-12-31	$25,441
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$104,465
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$79,024
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$9,811
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : JACOBSEN TREE EXPERTS 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$24,179
Expenses. Total of all expenses incurred	2010-12-31	$2,423
Benefits paid (including direct rollovers)	2010-12-31	$2,228
Total plan assets at end of year	2010-12-31	$79,024
Total plan assets at beginning of year	2010-12-31	$57,268
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$15,364
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$8,815
Net income (gross income less expenses)	2010-12-31	$21,756
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$79,024
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$57,268
Assets. Value of participant loans	2010-12-31	$0
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	$195
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2008 : JACOBSEN TREE EXPERTS 401(K) PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total income from all sources	2008-12-31	$-2,677
Expenses. Total of all expenses incurred	2008-12-31	$0
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$27,070
Total plan assets at beginning of year	2008-12-31	$29,747
Value of fidelity bond covering the plan	2008-12-31	$10,000
Total contributions received or receivable from participants	2008-12-31	$10,147
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-12,824
Net income (gross income less expenses)	2008-12-31	$-2,677
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$27,070
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$29,747
Total contributions received or receivable from employer(s)	2008-12-31	$0
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0

Form 5500 Responses for JACOBSEN TREE EXPERTS 401(K) PLAN

2011: JACOBSEN TREE EXPERTS 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: JACOBSEN TREE EXPERTS 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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: JACOBSEN TREE EXPERTS 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: JACOBSEN TREE EXPERTS 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-806750

Policy instance

Insurance contract or identification number	GA-806750
Number of Individuals Covered	14
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $425
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?	Yes
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-806750

Policy instance

Insurance contract or identification number	GA-806750
Number of Individuals Covered	11
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $302
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?	Yes
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 $302
Insurance broker organization code?	3
Insurance broker name	QUESTAR AGENCY INC

Potentially related plans

JACOBSEN TREE EXPERTS 401(K) PLAN [EIN = 205811003]

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Company Name:	JACOBSEN TREE EXPERTS OF SD, INC.
Employer identification number (EIN):	262834974
NAIC Classification:	238900