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JACOBSON WEALTH MANAGEMENT INC

EIN 26-1891696-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$966K assets
Welfare
0
Participants
3
1030 SEMINARY STREET SUITE A - NAPA, CA 945590000707-224-7424
Plans on this EIN
1 filing
#001401k-$966K - 3 part

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Retirement#001

JACOBSON WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN

401k

Assets$966K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACOBSON WEALTH MANAGEMENT INC 401K PROFIT SHARING PLAN401k$966K32024
Retirement plans
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