Jacobowitz Newman Tversky LLP

Form 5500

JACOBOWITZ NEWMAN TVERSKY LLP

377 Pearsall Ave., Suite C, Cedarhurst, Ny 11516 (212) 612-1110 EIN:82-0854280 Plan Admin:Moshe Jacobowitz

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$1,095,953 / $1,586,495	2023	JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN - Plan #001	16 / 17	$1,095,953 / $1,586,495
2022	Plan NameJACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 12 Assets BOY/EOY$1,422,590 / $1,523,854	2022	JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN - Plan #002	13 / 12	$1,422,590 / $1,523,854
2022	Plan NameJACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$927,318 / $1,095,953	2022	JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN - Plan #001	13 / 13	$927,318 / $1,095,953
2021	Plan NameJACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,021,904 / $1,422,590	2021	JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN - Plan #002	12 / 12	$1,021,904 / $1,422,590
2021	Plan NameJACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$603,366 / $927,318	2021	JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN - Plan #001	12 / 12	$603,366 / $927,318
2020	Plan NameJACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$633,809 / $1,021,904	2020	JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN - Plan #002	9 / 9	$633,809 / $1,021,904
2020	Plan NameJACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$325,827 / $603,366	2020	JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN - Plan #001	9 / 10	$325,827 / $603,366
2019	Plan NameJACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$306,000 / $633,809	2019	JACOBOWITZ NEWMAN TVERSKY, LLP CASH BALANCE PLAN - Plan #002	8 / 8	$306,000 / $633,809
2019	Plan NameJACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$105,000 / $325,827	2019	JACOBOWITZ NEWMAN TVERSKY LLP 401(K) PLAN - Plan #001	8 / 8	$105,000 / $325,827