Name: Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti — Form 5500 Plan 001 (2025)
Creator: Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti
License: https://www.usa.gov/government-works

Question 1

Who is the plan administrator for Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti?

Accepted Answer

Carolyn Jacobson signed Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti's 2025 Form 5500 as plan administrator.

Question 2

What is Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti's EIN?

Accepted Answer

Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti's EIN is 20-8934325.

Question 3

Where can I get Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti's Form 5500?

Accepted Answer

Download the official 2025 Form 5500 (PDF) for Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

Question 4

How big is Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti's plan?

Accepted Answer

Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti's plan reported $121K in assets and 4 participants for 2025.

Question 5

What features does Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti's plan have?

Accepted Answer

Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Jacobson Chiropractic & Holistic Medicine, S.C. DBA BE Optimal Holisti

Service providers (Schedule C)

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