Original filing (PDF)20230301163255NAL0004397586001

Jacobs Financial Partners LLC

Name: Jacobs Financial Partners LLC — Jacobs Financial, Form 5500 (2022)
Creator: Jacobs Financial Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobs Financial Partners 401(k)

401(k) retirement plan · Jacobs Financial Partners LLC's Jacobs Financial Partners 401(k) filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Lorraine Jacobs signed Jacobs Financial Partners LLC's 2022 Form 5500 as plan administrator.

Lorraine Jacobs — 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

Jacobs Financial Partners LLC's EIN is 73-1695834.

EIN 73-1695834

Plan number 001

Plan year 2022

ACK ID 20230301163255NAL0004397586001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Jacobs Financial Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Jacobs Financial Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBS FINANCIAL PARTNERS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score