How big is William S. Jacobs Associates' plan?

William S. Jacobs Associates' plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20250522090219NAL0002490817001

William S. Jacobs Associates

Name: William S. Jacobs Associates — William S. Jacobs, Form 5500 (2024)
Creator: William S. Jacobs Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William S. Jacobs Associates, Inc. 401(k) Plan

401(k) retirement plan · William S. Jacobs Associates' William S. Jacobs Associates, Inc. 401(k) Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

William S. Jacobs Associates' EIN is 11-2472285.

EIN 11-2472285

Plan number 001

Plan year 2024

ACK ID 20250522090219NAL0002490817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William S. Jacobs Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William S. Jacobs Associates' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM S. JACOBS ASSOCIATES.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score