Original filing (PDF)20251011211535NAL0005287523001

Martin and Jacobson Orthodontic Association, LLC

Name: Martin and Jacobson Orthodontic Association, LLC — Form 5500 Plan 001 (2024)
Creator: Martin and Jacobson Orthodontic Association, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

POA Retirement Plan & Trust

401(k) retirement plan · Martin and Jacobson Orthodontic Association, LLC's POA Retirement Plan & Trust held $100K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

Plan identifiers

Martin and Jacobson Orthodontic Association, LLC's EIN is 61-1670610.

EIN 61-1670610

Plan number 001

Plan year 2024

ACK ID 20251011211535NAL0005287523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Martin and Jacobson Orthodontic Association, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Martin and Jacobson Orthodontic Association, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARTIN AND JACOBSON ORTHODONTIC ASSOCIATION, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score