How big is Jacob Wealth Management, Inc.'s plan?

Jacob Wealth Management, Inc.'s plan reported $474K in assets and 3 participants for 2024.

Original filing (PDF)20250926111727NAL0003977843001

Jacob Wealth Management, Inc.

Name: Jacob Wealth Management, Inc. — Form 5500 (2024)
Creator: Jacob Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Jacob Wealth Management, Inc. held $474K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$474K

People on this filing

Steven Jacob signed Jacob Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

Steven Jacob — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jacob Wealth Management, Inc.'s EIN is 20-4187448.

EIN 20-4187448

Plan number 001

Plan year 2024

ACK ID 20250926111727NAL0003977843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacob Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacob Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOB WEALTH MANAGEMENT, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score