Original filing (PDF)20251015071117NAL0002038883001

THOMAS A. JACOBS, D.D.S.

Name: THOMAS A. JACOBS, D.D.S. — THOMAS A. JACOBS, D.D.S. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: THOMAS A. JACOBS, D.D.S.

Form 5500-SF

FILING_RECEIVED

THOMAS A. JACOBS, D.D.S. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 THOMAS A. JACOBS, D.D.S..

Plan sponsor

Name

THOMAS A. JACOBS, D.D.S.

EIN

94-3089415

Address

450 SUTTER STREET, SUITE 2028 · SAN FRANCISCO, CA · 94108

Phone

(415) 986-1735

Industry

Offices of Dentists· 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JENKINS & MORROW, PLLC

JENKINS & MORROW, PLLC 401(K) PROFIT SHARING PLAN

$5.5M · 11 participants

BAKER & GRAHAM DENTAL PARTNERSHIP

BAKER AND GRAHAM DENTISTRY PARTNERSHIP RETIREMENT PLAN & TRUST

$5.5M · 14 participants

ROBERT H. BRIDGEMAN, DDS, PA

ROBERT H. BRIDGEMAN, DDS, PA 401(K) PLAN

$5.5M · 11 participants

CHRIS HENSON, D.D.S., P.A.

CHRIS HENSON, D.D.S, P.A. 401(K) P/S PLAN

$5.5M · 7 participants

DAVID N. HAZOURI, III, D.M.D.

THE DAVID N. HAZOURI, III, D.M.D. 401(K) PROFIT SHARING PLAN