JACOBSON & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 5 |
Number of participants with account balances | 2021-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 5 |
Number of participants with account balances | 2020-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 5 |
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 |
2018: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 5 |
Number of participants with account balances | 2018-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2011: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Measure | Date | Value |
---|
2022 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-08-31 | $-802,082 |
Expenses. Total of all expenses incurred | 2022-08-31 | $2,944,352 |
Benefits paid (including direct rollovers) | 2022-08-31 | $2,934,738 |
Total plan assets at end of year | 2022-08-31 | $0 |
Total plan assets at beginning of year | 2022-08-31 | $3,746,434 |
Value of fidelity bond covering the plan | 2022-08-31 | $375,000 |
Other income received | 2022-08-31 | $-802,082 |
Net income (gross income less expenses) | 2022-08-31 | $-3,746,434 |
Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $3,746,434 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-08-31 | $9,614 |
2021 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $789,640 |
Expenses. Total of all expenses incurred | 2021-12-31 | $18,646 |
Total plan assets at end of year | 2021-12-31 | $3,746,434 |
Total plan assets at beginning of year | 2021-12-31 | $2,975,440 |
Value of fidelity bond covering the plan | 2021-12-31 | $375,000 |
Total contributions received or receivable from participants | 2021-12-31 | $63,720 |
Other income received | 2021-12-31 | $708,474 |
Net income (gross income less expenses) | 2021-12-31 | $770,994 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,746,434 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,975,440 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $17,446 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $18,646 |
2020 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $440,215 |
Expenses. Total of all expenses incurred | 2020-12-31 | $184,672 |
Benefits paid (including direct rollovers) | 2020-12-31 | $170,000 |
Total plan assets at end of year | 2020-12-31 | $2,975,440 |
Total plan assets at beginning of year | 2020-12-31 | $2,719,897 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $82,744 |
Other income received | 2020-12-31 | $339,114 |
Net income (gross income less expenses) | 2020-12-31 | $255,543 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,975,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,719,897 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $18,357 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $14,672 |
2019 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $422,500 |
Expenses. Total of all expenses incurred | 2019-12-31 | $30,807 |
Benefits paid (including direct rollovers) | 2019-12-31 | $17,000 |
Total plan assets at end of year | 2019-12-31 | $2,719,897 |
Total plan assets at beginning of year | 2019-12-31 | $2,328,204 |
Value of fidelity bond covering the plan | 2019-12-31 | $272,000 |
Total contributions received or receivable from participants | 2019-12-31 | $68,379 |
Other income received | 2019-12-31 | $336,637 |
Net income (gross income less expenses) | 2019-12-31 | $391,693 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,719,897 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,328,204 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $17,484 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $13,807 |
2018 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $23,139 |
Expenses. Total of all expenses incurred | 2018-12-31 | $111,665 |
Benefits paid (including direct rollovers) | 2018-12-31 | $110,000 |
Total plan assets at end of year | 2018-12-31 | $2,328,204 |
Total plan assets at beginning of year | 2018-12-31 | $2,416,730 |
Value of fidelity bond covering the plan | 2018-12-31 | $233,000 |
Total contributions received or receivable from participants | 2018-12-31 | $65,056 |
Other income received | 2018-12-31 | $-63,206 |
Net income (gross income less expenses) | 2018-12-31 | $-88,526 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,328,204 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,416,730 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $21,289 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,665 |
2017 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $263,506 |
Expenses. Total of all expenses incurred | 2017-12-31 | $634,362 |
Benefits paid (including direct rollovers) | 2017-12-31 | $634,362 |
Total plan assets at end of year | 2017-12-31 | $2,416,730 |
Total plan assets at beginning of year | 2017-12-31 | $2,787,586 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $76,756 |
Other income received | 2017-12-31 | $167,124 |
Net income (gross income less expenses) | 2017-12-31 | $-370,856 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,416,730 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,787,586 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $19,626 |
2016 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $110,684 |
Expenses. Total of all expenses incurred | 2016-12-31 | $55,121 |
Benefits paid (including direct rollovers) | 2016-12-31 | $55,096 |
Total plan assets at end of year | 2016-12-31 | $2,787,586 |
Total plan assets at beginning of year | 2016-12-31 | $2,732,023 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $71,056 |
Other income received | 2016-12-31 | $21,920 |
Net income (gross income less expenses) | 2016-12-31 | $55,563 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,787,586 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,732,023 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $17,708 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $25 |
2015 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $161,985 |
Expenses. Total of all expenses incurred | 2015-12-31 | $295,799 |
Benefits paid (including direct rollovers) | 2015-12-31 | $295,799 |
Total plan assets at end of year | 2015-12-31 | $2,732,023 |
Total plan assets at beginning of year | 2015-12-31 | $2,865,837 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $66,156 |
Other income received | 2015-12-31 | $-24,314 |
Net income (gross income less expenses) | 2015-12-31 | $-133,814 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,732,023 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,865,837 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $120,143 |
2014 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $271,798 |
Expenses. Total of all expenses incurred | 2014-12-31 | $6 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $2,865,837 |
Total plan assets at beginning of year | 2014-12-31 | $2,594,045 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $62,104 |
Other income received | 2014-12-31 | $190,526 |
Net income (gross income less expenses) | 2014-12-31 | $271,792 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,865,837 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,594,045 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $19,168 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $6 |
2013 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $354,872 |
Expenses. Total of all expenses incurred | 2013-12-31 | $20,954 |
Total plan assets at end of year | 2013-12-31 | $2,594,045 |
Total plan assets at beginning of year | 2013-12-31 | $2,260,127 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $14,100 |
Other income received | 2013-12-31 | $158,189 |
Net income (gross income less expenses) | 2013-12-31 | $333,918 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,594,045 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,260,127 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $182,583 |
Value of corrective distributions | 2013-12-31 | $20,946 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8 |
2011 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $1,099,849 |
Total plan assets at end of year | 2011-12-31 | $2,010,343 |
Total plan assets at beginning of year | 2011-12-31 | $910,494 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $10,500 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,073,277 |
Other income received | 2011-12-31 | $-22,198 |
Net income (gross income less expenses) | 2011-12-31 | $1,099,849 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,010,343 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $910,494 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $300,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $38,270 |
2010 : JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $113,429 |
Total plan assets at end of year | 2010-12-31 | $910,494 |
Total plan assets at beginning of year | 2010-12-31 | $797,065 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $10,500 |
Other income received | 2010-12-31 | $27,929 |
Net income (gross income less expenses) | 2010-12-31 | $113,429 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $910,494 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $797,065 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $75,000 |
2022: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING 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 & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING 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 & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING 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 |
2011: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |