Stable plan record

JACOBS FINANCIAL 401(K) PLAN

Sponsored by JAMES M. JACOBS AND ASSOCIATES, INC. · EIN/PN 411527989-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,457
Administrative cost per participant
2025
$609
Active participants
2025
10
Total plan assets
2025
$1,869,902
Participant loans as a share of assets
2025
1.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260414185006NAL002498625600110$3,457
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.