· 2022–2024 · DOL EFAST2

ROBERT JACOBSON SURGICAL PHARMACY — ROBERT JACOBSON SURGICAL PHARMACY 401K PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251014123617NAL0001386435001

ROBERT JACOBSON SURGICAL PHARMACY

Form 5500-SF

FILING_RECEIVED

ROBERT JACOBSON SURGICAL PHARMACY 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

18

Accounts w/ balance

9

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

Plan health score

Above-average plan

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

36

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT JACOBSON SURGICAL PHARMACY.

Plan sponsor

Name

ROBERT JACOBSON SURGICAL PHARMACY

EIN

13-3053468all filings

Address

359 E. MAIN ST · MT. KISCO, NY · 105493028

Phone

(914) 241-4887

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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