How big is Jacobson & Wright, P.A.'s plan?

Jacobson & Wright, P.A.'s plan reported $1.8M in assets and 1 participants for 2023.

Original filing (PDF)20240712093500NAL0019607441001

Jacobson & Wright, P.A.

Name: Jacobson & Wright, P.A. — Jacobson & Wright, P.A., Form 5500 (2023)
Creator: Jacobson & Wright, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson & Wright, P.A. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Jacobson & Wright, P.A.'s Jacobson & Wright, P.A. Profit Sharing Plan and Trust held $1.8M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Kenneth Wright signed Jacobson & Wright, P.A.'s 2023 Form 5500 as plan administrator.

Kenneth Wright — 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 & Wright, P.A.'s EIN is 54-2110317.

EIN 54-2110317

Plan number 001

Plan year 2023

ACK ID 20240712093500NAL0019607441001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jacobson & Wright, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jacobson & Wright, P.A.'s plan includes profit-sharing.

Decision-maker contacts

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

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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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JACOBSON & WRIGHT, P.A.

EIN

all filings

Address

1616 JORK ROAD · SUITE 201 · JACKSONVILLE, FL · 32207

Phone

(904) 398-7073

Industry

Law Offices· Professional & Technical Services

Plan administrator