401(k)
2024 plan-year 401(k) DOL Form 5500

217 JACOB, INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

217 JACOB, INC.

This 401(k) plan holds N/A in total assets and serves 18 participants as of 2024. It is sponsored by 217 JACOB, INC. in New Mexico.

Total Assets (2023)
N/A
Participants
18
State
Industry
Educational Services

What the Filing Says About 217 JACOB, INC. 401(K) PLAN

217 JACOB, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by 217 JACOB, INC., headquartered in New Mexico. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 18 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 871983516, and the plan has been effective since 2021-07-17. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN871983516
Plan Effective Date2021-07-17
Filing StatusFILING RECEIVED

Sponsor Plan History (217 JACOB, INC.)

Year Plans Participants Total Assets
2022 1 2 N/A
2023 1 5 N/A
2024 1 18 N/A

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Frequently Asked Questions

How much money is in the 217 JACOB, INC. 401(K) PLAN?
As of the 2024 Form 5500 filing, 217 JACOB, INC. 401(K) PLAN holds N/A in total assets with 18 participants. It is sponsored by 217 JACOB, INC..
What type of plan is 217 JACOB, INC. 401(K) PLAN?
217 JACOB, INC. 401(K) PLAN is a 401(k) plan. It has been effective since 2021-07-17. The plan is filed with the U.S. Department of Labor under EIN 871983516.
Who sponsors the 217 JACOB, INC. 401(K) PLAN?
217 JACOB, INC. 401(K) PLAN is sponsored by 217 JACOB, INC., located in New Mexico. The sponsor's EIN is 871983516 and the plan operates in the Educational Services industry.
How did 217 JACOB, INC. 401(K) PLAN perform in 2024?
217 JACOB, INC. 401(K) PLAN held N/A in total assets at the end of 2024.
Where can I find official filings for 217 JACOB, INC. 401(K) PLAN?
Official Form 5500 filings for 217 JACOB, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 871983516 or plan name at efast.dol.gov.
How does 217 JACOB, INC. 401(K) PLAN compare to other plans?
You can compare 217 JACOB, INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in New Mexico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 871983516.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.