How big is Jacobson Burton Kelley PLLC's plan?

Jacobson Burton Kelley PLLC's plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20250305142538NAL0017505586001

Jacobson Burton Kelley PLLC

Name: Jacobson Burton Kelley PLLC — Jacobson Burton 401(k), Form 5500 (2024)
Creator: Jacobson Burton Kelley PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson Burton 401(k) Plan

401(k) retirement plan · Jacobson Burton Kelley PLLC's Jacobson Burton 401(k) Plan held $2.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Douglas Jacobson signed Jacobson Burton Kelley PLLC's 2024 Form 5500 as plan administrator.

Douglas 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 Burton Kelley PLLC's EIN is 46-4414248.

EIN 46-4414248

Plan number 021

Plan year 2024

ACK ID 20250305142538NAL0017505586001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jacobson Burton Kelley PLLC's plan includes a 401(k) feature.

Decision-maker contacts

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