Original filing (PDF)20250925124028NAL0008517201001

JACOBS, NONES & COMPANY, CPAS LLP

Name: JACOBS, NONES & COMPANY, CPAS LLP — JACOBS, NONES & COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JACOBS, NONES & COMPANY, CPAS LLP

Form 5500-SF

FILING_RECEIVED

JACOBS, NONES & COMPANY PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBS, NONES & COMPANY, CPAS LLP.

Plan sponsor

Name

JACOBS, NONES & COMPANY, CPAS LLP

EIN

59-0642174

Address

6401 S.W. 87TH AVE., SUITE 115 · MIAMI, FL · 33173

Phone

(305) 274-1200

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

JACOBS, NONES & COMPANY, CPAS

EIN

59-0642174

City

MIAMI, FL

Phone

(305) 274-1200

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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