401(k) · DOL Form 5500 · 2023
Jacobson Capital, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 10
- Participants Small participant base
Official DOL plan name: Jacobson Capital, Inc. 401(k) and Profit Sharing Plan · Sponsored by Jacobson Capital, Inc. · North Carolina · Construction
N/A in assets, 10 participants
Jacobson Capital, Inc.'s Jacobson Capital, Inc. 401(k) and Profit Sharing Plan reported N/A in total assets and 10 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan holds N/A for 10 participants.
- -$1M
- reported net income
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jacobson Capital, Inc. 401(k) and Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jacobson Capital, Inc. 401(k) and Profit Sharing Plan reported net income fell from $800K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Jacobson Capital, Inc. 401(k) and Profit Sharing Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.
DOL schedule card
Filing strip 852438616 · Jacobson Capital, Inc. PY 2023 · 401(k)
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan · N/A · 10
- EBSA N/A
- EBSA 10
- EBSA PY 2023
- EBSA 401(k)
- EBSA near Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828
- EBSA -$1M
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in North Carolina →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$1M |
| Employer EIN | 852438616 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jacobson Capital, Inc.)
Sponsor-wide plan assets over time
All Jacobson Capital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $1M |
| 2023 | 1 | 10 | N/A |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside North Carolina, the nearest 401(k) by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants; this filing: 10 participants).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.