How big is Jacobson Wealth Management Inc.'s plan?

Jacobson Wealth Management Inc.'s plan reported $966K in assets and 3 participants for 2024.

Original filing (PDF)20251009120514NAL0003549875001

Jacobson Wealth Management Inc.

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

Form 5500-SF

FILING_RECEIVED

Jacobson Wealth Management Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Jacobson Wealth Management Inc.'s Jacobson Wealth Management Inc. 401(k) Profit Sharing Plan held $966K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$966K

Net assets (EOY)

$962K

Plan identifiers

Jacobson Wealth Management Inc.'s EIN is 26-1891696.

EIN 26-1891696

Plan number 001

Plan year 2024

ACK ID 20251009120514NAL0003549875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobson Wealth Management Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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