How big is Jacobson Jarvis and Co PLLC's plan?

Jacobson Jarvis and Co PLLC's plan reported $382K in assets and 38 participants for 2023.

Original filing (PDF)20240725142337NAL0014255681001

Jacobson Jarvis and Co PLLC

Name: Jacobson Jarvis and Co PLLC — Jacobson Jarvis and Co, Form 5500 (2023)
Creator: Jacobson Jarvis and Co PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacobson Jarvis and Co PLLC 401(k)

401(k) retirement plan · Jacobson Jarvis and Co PLLC's Jacobson Jarvis and Co PLLC 401(k) held $382K in plan assets for 38 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

Plan identifiers

Jacobson Jarvis and Co PLLC's EIN is 91-2011386.

EIN 91-2011386

Plan number 001

Plan year 2023

ACK ID 20240725142337NAL0014255681001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jacobson Jarvis and Co PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jacobson Jarvis and Co PLLC's plan includes a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBSON JARVIS AND CO PLLC.

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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