Original filing (PDF)20240725142337NAL0014255681001

JACOBSON JARVIS AND CO PLLC

Name: JACOBSON JARVIS AND CO PLLC — JACOBSON JARVIS AND CO PLLC 401K, Form 5500 (2023)
Creator: JACOBSON JARVIS AND CO PLLC

Form 5500-SF

FILING_RECEIVED

JACOBSON JARVIS AND CO PLLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

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.

Plan sponsor

Name

JACOBSON JARVIS AND CO PLLC

EIN

91-2011386all filings

Address

2175 FOOTHILL BLVD STE B · LA VERNE, CA · 917502958

Phone

(909) 593-7431

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-25

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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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