How big is Dean, Jacobson Financial Services, LLC's plan?

Dean, Jacobson Financial Services, LLC's plan reported $3.3M in assets and 9 participants for 2024.

Original filing (PDF)20250829113846NAL0019262352001

Dean, Jacobson Financial Services, LLC

Name: Dean, Jacobson Financial Services, LLC — Form 5500 Plan 001 (2024)
Creator: Dean, Jacobson Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dean, Jacobson Financial Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Dean, Jacobson Financial Services, LLC's Dean, Jacobson Financial Services, LLC 401(k) Profit Sharing Plan held $3.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Timothy Lowry signed Dean, Jacobson Financial Services, LLC's 2024 Form 5500 as plan administrator.

Timothy Lowry — 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

Dean, Jacobson Financial Services, LLC's EIN is 75-1495851.

EIN 75-1495851

Plan number 001

Plan year 2024

ACK ID 20250829113846NAL0019262352001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dean, Jacobson Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dean, Jacobson Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEAN, JACOBSON FINANCIAL SERVICES, 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