How big is Jacobson Partners' plan?

Jacobson Partners' plan reported $282 in assets for 2025.

Original filing (PDF)20260330092949NAL0014172402001

Jacobson Partners

Name: Jacobson Partners — Jacobson Partners Profit Sharing, Form 5500 (2025)
Creator: Jacobson Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson Partners Profit Sharing Plan

Defined-contribution retirement plan · Jacobson Partners' Jacobson Partners Profit Sharing Plan reported $282 in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$282

Net assets (EOY)

$282

Plan identifiers

Jacobson Partners' EIN is 13-3528702.

EIN 13-3528702

Plan number 001

Plan year 2025

ACK ID 20260330092949NAL0014172402001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jacobson Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jacobson Partners' plan includes profit-sharing.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score