How big is Jacob D. Sorensen, PLC's plan?

Jacob D. Sorensen, PLC's plan reported $2.5M in assets and 18 participants for 2024.

Original filing (PDF)20250527112201NAL0005613617001

Jacob D. Sorensen, PLC

Name: Jacob D. Sorensen, PLC — Jacob D. Sorensen, PLC, Form 5500 (2024)
Creator: Jacob D. Sorensen, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacob D. Sorensen, PLC 401(k) Profit Sharing Plan

401(k) retirement plan · Jacob D. Sorensen, PLC's Jacob D. Sorensen, PLC 401(k) Profit Sharing Plan held $2.5M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Jacob D. Sorensen, PLC's EIN is 46-1301272.

EIN 46-1301272

Plan number 001

Plan year 2024

ACK ID 20250527112201NAL0005613617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacob D. Sorensen, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacob D. Sorensen, PLC's plan includes profit-sharing, 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 JACOB D. SORENSEN, PLC.

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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