Jacoby Life and Pension Planners, Inc.

New York
Registered In
03/11/1966
Incorp. Date

Company Summary

Jacoby Life and Pension Planners, Inc. at New York County lists Kenneth D Jacoby of Lake Success, NY as the associate.

Registered In
New York
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Business Corporation
Status
Not Available
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Kenneth D Jacoby DOS Process
1981 MARCUS AVE STE 125, LAKE SUCCESS, NY 11042
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Financial Information for Jacoby Life and Pension Planners, Inc.

Form 5500

JACOBY LIFE & PENSION PLANNERS, INC.

1981 Marcus Ave Suite 125, Lake Success, Ny 11042 (516) 466-6007 EIN:11-2110800 Plan Admin:Kenneth Jacoby
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameJACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$5,647,862 / $6,200,314 2023 JACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN - Plan #003 5 / 5 $5,647,862 / $6,200,314
2022 Plan NameJACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$6,162,152 / $5,647,862 2022 JACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN - Plan #003 5 / 5 $6,162,152 / $5,647,862
2021 Plan NameJACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$5,699,105 / $6,162,152 2021 JACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN - Plan #003 5 / 5 $5,699,105 / $6,162,152
2020 Plan NameJACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$5,356,092 / $5,699,105 2020 JACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN - Plan #003 5 / 5 $5,356,092 / $5,699,105
2019 Plan NameJACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$4,657,388 / $5,356,092 2019 JACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN - Plan #003 5 / 5 $4,657,388 / $5,356,092
Benefit & Retirement Plans based on Form 5500.
Person City Match:Lake Success, NY
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The following government agencies have contributed data:

New York Department of State U.S. Department of Labor
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