· 2022–2024 · DOL EFAST2

Jonathan Jacobs, MD, LLC — Jonathan Jacobs, MD, LLC, Form 5500 (2025)

Original filing (PDF)20260316182234NAL0001466945001

Jonathan Jacobs, MD, LLC

Form 5500-SF

FILING_RECEIVED

Jonathan Jacobs, MD, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Jonathan Jacobs, MD, LLC's Jonathan Jacobs, MD, LLC 401(k) Profit Sharing Plan held $405K in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$405K

Net assets (EOY)

$405K

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

90

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN JACOBS, MD, LLC.

Plan sponsor

Name

JONATHAN JACOBS, MD, LLC

EIN

81-5185291all filings

Address

5701 WEST 119 STREET, SUITE 240 · OVERLAND PARK, KS · 66223

Phone

(913) 498-1444

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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