Original filing (PDF)20251015103841NAL0005984608001

EMAD JACOB, M.D., P.C.

Name: EMAD JACOB, M.D., P.C. — EMAD JACOB, M.D., P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: EMAD JACOB, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

EMAD JACOB, M.D., P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMAD JACOB, M.D., P.C..

Plan sponsor

Name

EMAD JACOB, M.D., P.C.

EIN

27-4557867

Address

714 KEARNY AVENUE · KEARNY, NJ · 070323241

Phone

(201) 772-5211

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PREMIER PAIN SPECIALISTS, LLC

PREMIER PAIN SPECIALISTS, LLC PROFIT SHARING PLAN

$2.7M · 10 participants

CDD MANAGEMENT COMPANY, LLC

CDD MANAGEMENT COMPANY CASH BALANCE PLAN

$2.7M · 20 participants

LIBERTY PEDIATRICS PLLC

LIBERTY PEDIATRICS 401(K) PLAN

$2.7M · 20 participants

LAKE MARY PSYCHIATRY AND COUNSELING, LLC

JAK RETIREMENT PLAN AND TRUST

$2.7M · 3 participants

ROGER J. WOLCOTT, M.D., P.A.

ROGER J. WOLCOTT, M.D., P.A. 401(K) PLAN AND TRUST