Original filing (PDF)20240904132807NAL0036513632001

JACOBSON HOLMAN PLLC

Name: JACOBSON HOLMAN PLLC — JACOBSON, HOLMAN PLLC PROFIT-SHARING PLAN, Form 5500 (2023)
Creator: JACOBSON HOLMAN PLLC

Form 5500

FILING_RECEIVED

JACOBSON, HOLMAN PLLC PROFIT-SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JACOBSON HOLMAN PLLC

EIN

52-0893601all filings

Address

400 7TH ST NW STE 600 · WASHINGTON, DC · 200042218

Phone

(202) 638-6666

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-04

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $168K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.