How big is David S. Jacobson, D.D.S., PLLC's plan?

David S. Jacobson, D.D.S., PLLC's plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20250529095807NAL0007687025001

David S. Jacobson, D.D.S., PLLC

Name: David S. Jacobson, D.D.S., PLLC — David S. Jacobson, Form 5500 (2024)
Creator: David S. Jacobson, D.D.S., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David S. Jacobson D.D.S., PLLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · David S. Jacobson, D.D.S., PLLC's David S. Jacobson D.D.S., PLLC 401(k) Profit Sharing Plan and Trust held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

David S. Jacobson, D.D.S., PLLC's EIN is 45-4522134.

EIN 45-4522134

Plan number 001

Plan year 2024

ACK ID 20250529095807NAL0007687025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David S. Jacobson, D.D.S., PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David S. Jacobson, D.D.S., PLLC'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 DAVID S. JACOBSON, D.D.S., PLLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

DAVID S. JACOBSON, D.D.S., PLLC

EIN

all filings

Address

200 TOWN COMMON CIRCLE · CAPE ELIZABETH, ME · 04107

Phone

(207) 767-3241

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator