How big is John Jacobs' plan?

John Jacobs' plan reported $543K in assets and 4 participants for 2024.

Original filing (PDF)20250709115117NAL0003312451001

John Jacobs

Name: John Jacobs — John Jacobs 401(k) Plan, Form 5500 (2024)
Creator: John Jacobs
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John Jacobs 401(k) Plan

401(k) retirement plan · John Jacobs' John Jacobs 401(k) Plan held $543K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

People on this filing

John Jacobs signed John Jacobs' 2024 Form 5500 as plan administrator.

John Jacobs — 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

John Jacobs' EIN is 35-2303604.

EIN 35-2303604

Plan number 001

Plan year 2024

ACK ID 20250709115117NAL0003312451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John Jacobs from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John Jacobs' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

JOHN JACOBS

EIN

all filings

Address

1111 MILITARY CUTOFF RD · STE 251 · WILMINGTON, NC · 28405

Phone

(518) 822-9576

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-07-09

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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