Original filing (PDF)20250512163608NAL0017332769001

JACOBSON PROPERTY MANAGEMENT, INC

Name: JACOBSON PROPERTY MANAGEMENT, INC — JACOBSON PROPERTY MANAGEMENT, INC & AFF COS DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: JACOBSON PROPERTY MANAGEMENT, INC

Form 5500-SF

FILING_RECEIVED

JACOBSON PROPERTY MANAGEMENT, INC & AFF COS DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBSON PROPERTY MANAGEMENT, INC.

Plan sponsor

Name

JACOBSON PROPERTY MANAGEMENT, INC

EIN

84-4938600

Address

12121 WILSHIRE BLVD · SUITE 700 · LOS ANGELES, CA · 90025

Phone

(310) 479-6900

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

1A · Pay-related DB formula

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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