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401k Sponsoring company profile

JACOBSON & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:JACOBSON & ASSOCIATES, LLC
Employer identification number (EIN):850442327
NAIC Classification:523900

The following addresses have been detected on the 401k submissions:

USA Mailing Address
143 WILLING WAY
TROY
IL
62294
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Location Address
143 WILLING WAY
TROY
IL
62294
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Mailing Address
9964 W WILLOW POINT
SUN CITY
AZ
853512359
Date first seen: 2010-10-14
Date last seen: 2012-08-27

JACOBSON & ASSOCIATES, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
002JACOBSON & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN2014-01-01 1998-01-01
001J & A PENSION PLAN2011-01-01 1997-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2010-09-14Employer Contributions $ 125,000 2 $ 62,500
2010-09-14Employee Contributions $ 125,000 2 $ 62,500

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