How big is Jacob Jacoby, M.D.'s plan?

Jacob Jacoby, M.D.'s plan reported $2.0M in assets and 2 participants for 2023.

Original filing (PDF)20240813154558NAL0006162979001

Jacob Jacoby, M.D.

Name: Jacob Jacoby, M.D. — Jacob Jacoby, M.D. Retirement, Form 5500 (2023)
Creator: Jacob Jacoby, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacob Jacoby, M.D. Retirement Plan

Defined-contribution retirement plan · Jacob Jacoby, M.D.'s Jacob Jacoby, M.D. Retirement Plan held $2.0M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Jacob Jacoby, M.D.'s EIN is 22-2614693.

EIN 22-2614693

Plan number 002

Plan year 2023

ACK ID 20240813154558NAL0006162979001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jacob Jacoby, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jacob Jacoby, M.D.'s plan includes profit-sharing.

Decision-maker contacts

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

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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