Jacob Wealth Management, Inc.

Steve Jacob Registered Agent

12305 28TH ST NW, BISMARCK, ND 58503

711 RIVERWOOD DR, BISMARCK, ND 58504 View Map

Form 5500

711 Riverwood Drive, Suite 3, Bismarck, Nd 58504 (701) 222-8504 EIN:20-4187448 Plan Admin:Steven Jacob

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJACOB WEALTH MANAGEMENT, INC. Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$359,521 / $361,883	2023	JACOB WEALTH MANAGEMENT, INC. - Plan #001	4 / 4	$359,521 / $361,883
2022	Plan NameJACOB WEALTH MANAGEMENT, INC. Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$361,378 / $359,521	2022	JACOB WEALTH MANAGEMENT, INC. - Plan #001	4 / 4	$361,378 / $359,521
2021	Plan NameJACOB WEALTH MANAGEMENT, INC. Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$227,248 / $361,378	2021	JACOB WEALTH MANAGEMENT, INC. - Plan #001	4 / 4	$227,248 / $361,378
2020	Plan NameJACOB WEALTH MANAGEMENT, INC. Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$113,669 / $227,248	2020	JACOB WEALTH MANAGEMENT, INC. - Plan #001	4 / 4	$113,669 / $227,248
2019	Plan NameJACOB WEALTH MANAGEMENT, INC. Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $113,669	2019	JACOB WEALTH MANAGEMENT, INC. - Plan #001	3 / 4	$0 / $113,669

Benefit & Retirement Plans based on Form 5500.

PPP Loans

12305 28th ST Nw, Bismarck, Nd 58503-8474 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/13/2020	Approved$29,600 Forgiven$29,818 LenderDakota Community Bank & Trust, National Association Jobs4	04/13/2020	$29,600	$29,818	Dakota Community Bank & Trust, National Association	4

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

North Dakota Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary