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Original filing (PDF)20250929143219NAL0011422897001
LESTER B JACOBSON MD
Form 5500-SF
FILING_RECEIVED
LESTER B JACOBSON MD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LESTER B JACOBSON MD.
Plan sponsor
Name
LESTER B JACOBSON MD
EIN
94-2901739
Address
2351 CLAY ST SUITE 513F · SAN FRANCISCO, CA · 94115
Phone
(415) 923-3565
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
3B · Covers self-employed individuals
2E · Profit-sharing
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 providersRelated plans
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