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JACOBS HEATING & AIR CONDITIONING 401(K) PLAN

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Plan General Information

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of JACOBS HEATING & AIR CONDITIONING 401(K) PLAN is $8,149,414.00.This plan was established in 1995.

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in JACOBS HEATING & AIR CONDITIONING 401(K) PLAN is 114

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN Average Participant Retirement Account Value

In 2022, the average participant retirement account value for JACOBS HEATING & AIR CONDITIONING 401(K) PLAN is $71,486.00

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for JACOBS HEATING & AIR CONDITIONING 401(K) PLAN is $4,334.00.

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in JACOBS HEATING & AIR CONDITIONING 401(K) PLAN is approximately $1,495.00
Investing in this additonal $1,495.00 for 20 years would give you extra $95,689.00, assuming a 10% annual return.

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN Total Employer Contribution and Match Rate

In 2022, JACOBS HEATING & AIR CONDITIONING 401(K) PLAN allocates $170,447.00 to match its employees' contributions, providing an employer match rate of 33.04% of their contributions

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of JACOBS HEATING & AIR CONDITIONING 401(K) PLAN is -14.24%.

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for JACOBS HEATING & AIR CONDITIONING 401(K) PLAN is -13.85%. This measures the effectiveness of the plan participants' investments in the year.

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN Expense Ratio

In 2022, the investment and administrative expense ratio of JACOBS HEATING & AIR CONDITIONING 401(K) PLAN is 0.17%.

Enrollment Features

JACOBS HEATING & AIR CONDITIONING 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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