# Jacobsma And Associates 401(k) Plan
Source: https://planprovider.pro/companies/jacobsma-and-associates-401k-plan

> Jacobsma And Associates's 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jacobsma And Associates

- **Sponsor EIN:** 202304962

- **Sponsor Address:** P.O. BOX 1833, PASO ROBLES, CA, 93447

- **Plan Type:** 401(k)

- **Total Participants:** 16

- **Total Assets:** $676,249

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|16|$676,249|$31,979|$32,205|

| 2023|14|$611,998|$25,476|$18,271|

| 2022|13|$576,816|$22,119|$17,046|

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