Original filing (PDF)20251015122408NAL0002284547001

MICHAEL I. JACOBS

Name: MICHAEL I. JACOBS — MICHAEL I. JACOBS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MICHAEL I. JACOBS

Form 5500-SF

FILING_RECEIVED

MICHAEL I. JACOBS PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$542K

Net assets (EOY)

$542K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MICHAEL I. JACOBS

EIN

13-3083492

Address

407 E 70TH STREET · NEW YORK, NY · 100215311

Phone

(212) 772-7190

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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