How big is Jacobson Urbanic, LLP's plan?

Jacobson Urbanic, LLP's plan reported $1.8M in assets and 11 participants for 2025.

Original filing (PDF)20260521150713NAL0003351488001

Jacobson Urbanic, LLP

Name: Jacobson Urbanic, LLP — Jacobson Urbanic LLP Profit, Form 5500 (2025)
Creator: Jacobson Urbanic, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson Urbanic LLP Profit Sharing Plan

401(k) retirement plan · Jacobson Urbanic, LLP's Jacobson Urbanic LLP Profit Sharing Plan held $1.8M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Richard Jacobson signed Jacobson Urbanic, LLP's 2025 Form 5500 as plan administrator.

Richard 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 Urbanic, LLP's EIN is 68-0403227.

EIN 68-0403227

Plan number 001

Plan year 2025

ACK ID 20260521150713NAL0003351488001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jacobson Urbanic, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jacobson Urbanic, LLP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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