How big is Jacobson Professional Insuranc's plan?

Jacobson Professional Insuranc's plan reported $267K in assets and 2 participants for 2024.

Original filing (PDF)20250416094631NAL0004835345001

Jacobson Professional Insuranc

Name: Jacobson Professional Insuranc — Jacobson Profession, Form 5500 (2024)
Creator: Jacobson Professional Insuranc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson Professional Insuranc 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jacobson Professional Insuranc's Jacobson Professional Insuranc 401(k) Profit Sharing Plan & Trust held $267K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

People on this filing

Scott Jacobson signed Jacobson Professional Insuranc's 2024 Form 5500 as plan administrator.

Scott Jacobson — 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

Jacobson Professional Insuranc's EIN is 45-2641446.

EIN 45-2641446

Plan number 001

Plan year 2024

ACK ID 20250416094631NAL0004835345001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobson Professional Insuranc's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off