401k Plan data: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN plan

JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 401k Plan overview

Plan Name	JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN
Plan identification number	003

JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JACOBSON & MERMELSTEIN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: JACOBSON & MERMELSTEIN, P.C.

Employer identification number (EIN): 132976422

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about JACOBSON & MERMELSTEIN, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1979-03-29

Company Identification Number: 548095

Legal Registered Office Address: 277 WEST END AVE
New York
NEW YORK
United States of America (USA)
10023

More information about JACOBSON & MERMELSTEIN, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 LEON JACOBSON 2024-10-10 LEON JACOBSON 2024-10-10
003 2022-01-01 LEON JACOBSON 2023-07-17
003 2021-01-01 LEON I JACOBSON 2022-07-15 LEON I JACOBSON 2022-07-15
003 2020-01-01 LEON JACOBSON 2021-06-14 LEON JACOBSON 2021-06-14
003 2019-01-01 LEON I. JACOBSON 2020-06-30 LEON I. JACOBSON 2020-06-30
003 2018-01-01 LEON JACOBSON 2019-06-14
003 2017-01-01 LEON I. JACOBSON 2018-06-29 LEON I. JACOBSON 2018-06-29
003 2016-01-01 LEON I. JACOBSON 2017-07-12 LEON I. JACOBSON 2017-07-12
003 2015-01-01 LEON JACOBSON
003 2014-01-01 THERESA RUSSO
003 2013-01-01 THERESA RUSSO
003 2012-01-01 LEON JACOBSON LEON JACOBSON 2013-06-21
003 2011-01-01 LEON JACOBSON
003 2010-01-01 LEON JACOBSON
003 2009-01-01 THERESA RUSSO
003 2009-01-01 THERESA RUSSO 2010-07-14
003 2009-01-01 THERESA RUSSO THERESA RUSSO 2010-07-14
003 2009-01-01 THERESA RUSSO THERESA RUSSO 2010-07-14
003 2009-01-01 THERESA RUSSO 2010-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	LEON JACOBSON	2024-10-10	LEON JACOBSON	2024-10-10
003	2022-01-01	LEON JACOBSON	2023-07-17
003	2021-01-01	LEON I JACOBSON	2022-07-15	LEON I JACOBSON	2022-07-15
003	2020-01-01	LEON JACOBSON	2021-06-14	LEON JACOBSON	2021-06-14
003	2019-01-01	LEON I. JACOBSON	2020-06-30	LEON I. JACOBSON	2020-06-30
003	2018-01-01	LEON JACOBSON	2019-06-14
003	2017-01-01	LEON I. JACOBSON	2018-06-29	LEON I. JACOBSON	2018-06-29
003	2016-01-01	LEON I. JACOBSON	2017-07-12	LEON I. JACOBSON	2017-07-12
003	2015-01-01	LEON JACOBSON
003	2014-01-01	THERESA RUSSO
003	2013-01-01	THERESA RUSSO
003	2012-01-01	LEON JACOBSON		LEON JACOBSON	2013-06-21
003	2011-01-01	LEON JACOBSON
003	2010-01-01	LEON JACOBSON
003	2009-01-01	THERESA RUSSO
003	2009-01-01			THERESA RUSSO	2010-07-14
003	2009-01-01	THERESA RUSSO		THERESA RUSSO	2010-07-14
003	2009-01-01	THERESA RUSSO		THERESA RUSSO	2010-07-14
003	2009-01-01			THERESA RUSSO	2010-07-14

Plan Statistics for JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN

401k plan membership statisitcs for JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN

Measure Date Value
2015: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN

Measure	Date	Value
2015 : JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$40,067
Expenses. Total of all expenses incurred	2015-12-31	$14,104
Benefits paid (including direct rollovers)	2015-12-31	$14,104
Total plan assets at end of year	2015-12-31	$793,702
Total plan assets at beginning of year	2015-12-31	$767,739
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$27,387
Other income received	2015-12-31	$-910
Net income (gross income less expenses)	2015-12-31	$25,963
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$793,702
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$767,739
Total contributions received or receivable from employer(s)	2015-12-31	$13,590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$89,038
Expenses. Total of all expenses incurred	2014-12-31	$20,776
Benefits paid (including direct rollovers)	2014-12-31	$20,776
Total plan assets at end of year	2014-12-31	$757,326
Total plan assets at beginning of year	2014-12-31	$689,064
Total contributions received or receivable from participants	2014-12-31	$36,794
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$52,244
Net income (gross income less expenses)	2014-12-31	$68,262
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$757,326
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$689,064
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$173,272
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$689,064
Total plan assets at beginning of year	2013-12-31	$515,792
Total contributions received or receivable from participants	2013-12-31	$36,100
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$111,907
Net income (gross income less expenses)	2013-12-31	$173,272
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$689,064
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$515,792
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$25,265
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$109,167
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$515,792
Total plan assets at beginning of year	2012-12-31	$406,625
Total contributions received or receivable from participants	2012-12-31	$32,773
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$51,129
Net income (gross income less expenses)	2012-12-31	$109,167
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$515,792
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$406,625
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$25,265
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$61,954
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$406,625
Total plan assets at beginning of year	2011-12-31	$344,670
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$41,500
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-1,742
Net income (gross income less expenses)	2011-12-31	$61,954
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$406,625
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$344,670
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$22,196
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$67,597
Expenses. Total of all expenses incurred	2010-12-31	$58,335
Benefits paid (including direct rollovers)	2010-12-31	$58,335
Total plan assets at end of year	2010-12-31	$344,670
Total plan assets at beginning of year	2010-12-31	$335,408
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$34,700
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$32,897
Net income (gross income less expenses)	2010-12-31	$9,262
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$344,670
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$335,408
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN

2015: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JACOBSON & MERMELSTEIN, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JACOBSON & MERMELSTEIN, P.C.
Employer identification number (EIN):	132976422
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1979-03-29
Company Identification Number:	548095
Legal Registered Office Address:	277 WEST END AVE New York NEW YORK United States of America (USA) 10023