How big is Perry Jacobson LLC's plan?

Perry Jacobson LLC's plan reported $2.3M in assets and 10 participants for 2025.

Original filing (PDF)20260512083344NAL0008293760001

Perry Jacobson LLC

Name: Perry Jacobson LLC — Perry Jacobson LLC Cash Balance, Form 5500 (2025)
Creator: Perry Jacobson LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry Jacobson LLC Cash Balance Plan

Defined-benefit pension plan · Perry Jacobson LLC's Perry Jacobson LLC Cash Balance Plan held $2.3M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Melinda Browne signed Perry Jacobson LLC's 2025 Form 5500 as plan administrator.

Melinda Browne — 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

Perry Jacobson LLC's EIN is 46-2891169.

EIN 46-2891169

Plan number 002

Plan year 2025

ACK ID 20260512083344NAL0008293760001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Perry Jacobson LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Perry Jacobson LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score