Original filing (PDF)20241014091606NAL0013048915001

JACOBSON LAW LLP

Name: JACOBSON LAW LLP — JACOBSON LAW LLP PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JACOBSON LAW LLP

Form 5500-SF

FILING_RECEIVED

JACOBSON LAW LLP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

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 LAW LLP.

Plan sponsor

Name

JACOBSON LAW LLP

EIN

99-3175566all filings

Address

640 JOHNSON AVENUE · SUITE 203 · BOHEMIA, NY · 11716

Phone

(631) 661-2030

Industry

Law 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

2024-10-14

Pension benefit codes

2E · Profit-sharing

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

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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