STEPHEN E JACOBSON DDS PC 401(K) PLAN & TRUST 401k Plan overview

STEPHEN E JACOBSON DDS PC 401(K) PLAN & TRUST Benefits

401k Sponsoring company profile

Company Name:	STEPHEN E JACOBSON DDS, PC
Employer identification number (EIN):	382885436
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	STEPHEN JACOBSON	2024-05-29
001	2022-01-01	STEPHEN JACOBSON	2023-05-04
001	2021-01-01	STEPHEN JACOBSON	2022-05-04
001	2020-01-01	STEPHEN JACOBSON	2021-04-29
001	2019-01-01	STEPHEN JACOBSON	2020-06-02
001	2018-01-01	STEPHEN JACOBSON	2019-05-09
001	2017-01-01	STEPHEN JACOBSON	2018-07-16
001	2016-01-01	STEPHEN JACOBSON	2017-06-19
001	2015-01-01	STEPHEN JACOBSON	2016-09-20
001	2014-01-01	STEPHEN JACOBSON	2015-10-14
001	2013-01-01	STEPHEN JACOBSON	2014-07-06
001	2012-01-01	STEPHEN JACOBSON	2013-08-24
001	2011-01-01	STEPHEN JACOBSON	2012-08-31
001	2010-01-01	STEPHEN JACOBSON	2011-07-24
001	2009-01-01	STEPHEN JACOBSON

Plan Statistics for STEPHEN E JACOBSON DDS PC 401(K) PLAN & TRUST

Measure	Date	Value
2009: STEPHEN E JACOBSON DDS PC 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
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	0
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STEPHEN E JACOBSON DDS PC 401(K) PLAN & TRUST

Form 5500 Responses for STEPHEN E JACOBSON DDS PC 401(K) PLAN & TRUST

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