How big is Sophie LOU Jacobsen's plan?

Sophie LOU Jacobsen's plan reported $72K in assets and 2 participants for 2024.

Original filing (PDF)20250720050634NAL0000092993001

Sophie LOU Jacobsen

Name: Sophie LOU Jacobsen — Sophie LOU Jacobsen 401(k), Form 5500 (2024)
Creator: Sophie LOU Jacobsen
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sophie LOU Jacobsen 401(k)

401(k) retirement plan · Sophie LOU Jacobsen's Sophie LOU Jacobsen 401(k) held $72K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Shirley Horner signed Sophie LOU Jacobsen's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Sophie LOU Jacobsen's EIN is 82-2841796.

EIN 82-2841796

Plan number 001

Plan year 2024

ACK ID 20250720050634NAL0000092993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sophie LOU Jacobsen from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sophie LOU Jacobsen's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOPHIE LOU JACOBSEN.

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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