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  5. Jacobi & Case, P.C.

Jacobi & Case, P.C.

Date of last update: 21 Apr 2025. Data updated weekly.

Companies created on the same day 23 Jun 1992

Company Details

Entity Name: Jacobi & Case, P.C.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 23 Jun 1992
Business ALEI: 0274587
Annual report due: 23 Jun 2025
Business address: 185 PLAINS ROAD, MILFORD, CT, 06461, United States
Mailing address: 185 PLAINS ROAD SUITE 103E, Suite 103E, MILFORD, CT, United States, 06461
ZIP code: 06461
County: New Haven
Place of Formation: CONNECTICUT
Total authorized shares: 1000
E-Mail: pricci@jacobicase.com

Industry & Business Activity

NAICS

541110 Offices of Lawyers

This industry comprises offices of legal practitioners known as lawyers or attorneys (i.e., counselors-at-law) primarily engaged in the practice of law. Establishments in this industry may provide expertise in a range or in specific areas of law, such as criminal law, corporate law, family and estate law, patent law, real estate law, or tax law. Learn more at the U.S. Census Bureau

Companies doing Offices of lawyers

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JACOBI & CASE 401(K) PROFIT SHARING PLAN 2023 061345077 2024-10-10 JACOBI & CASE, P.C. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2036914015
Plan sponsor’s address 185 PLAINS ROAD, SUITE 103E, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2024-10-10
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-10
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
JACOBI & CASE 401(K) PROFIT SHARING PLAN 2022 061345077 2023-10-11 JACOBI & CASE, P.C. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2036914015
Plan sponsor’s address 185 PLAINS ROAD, SUITE 103E, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-11
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
JACOBI & CASE 401(K) PROFIT SHARING PLAN 2021 061345077 2022-10-03 JACOBI & CASE, P.C. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2036914015
Plan sponsor’s address 185 PLAINS ROAD, SUITE 103E, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-03
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
JACOBI & CASE 401(K) PROFIT SHARING PLAN 2020 061345077 2021-09-29 JACOBI & CASE, P.C. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2036914015
Plan sponsor’s address 185 PLAINS ROAD, SUITE 103E, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2021-09-29
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-29
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
JACOBI & CASE 401(K) PROFIT SHARING PLAN & TRUST 2019 061345077 2020-10-01 JACOBI & CASE 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2036914015
Plan sponsor’s address 185 PLAINS ROAD, SUITE 103E, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2020-10-01
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-01
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
JACOBI & CASE 401(K) PROFIT SHARING PLAN & TRUST 2018 061345077 2019-05-16 JACOBI & CASE 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2036914015
Plan sponsor’s address 57 PLAINS ROAD, SUITE 2B, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2019-05-16
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-16
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
JACOBI & CASE 401(K) PROFIT SHARING PLAN & TRUST 2017 061345077 2018-06-27 JACOBI & CASE 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2036914015
Plan sponsor’s address 57 PLAINS ROAD, SUITE 2B, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2018-06-27
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-27
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
JACOBI & CASE 401(K) PROFIT SHARING PLAN & TRUST 2016 061345077 2017-08-29 JACOBI & CASE 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2036914015
Plan sponsor’s address 57 PLAINS ROAD, SUITE 2B, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2017-08-29
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-08-29
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
JACOBI & CASE 401(K) PROFIT SHARING PLAN & TRUST 2015 061345077 2016-09-29 JACOBI & CASE 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2036914015
Plan sponsor’s address 57 PLAINS ROAD, SUITE 2B, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2016-09-28
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-28
Name of individual signing MAX CASE
Valid signature Filed with authorized/valid electronic signature
JACOBI & CASE 401(K) PROFIT SHARING PLAN & TRUST 2014 061345077 2015-07-07 JACOBI & CASE 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541110
Sponsor’s telephone number 2038747110
Plan sponsor’s address 57 PLAINS ROAD, SUITE 2B, MILFORD, CT, 06461

Signature of
Role Plan administrator
Date 2015-07-07
Name of individual signing PRAGATI MEHTA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-07
Name of individual signing PRAGATI MEHTA
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
PAUL JACOBI Officer 185 Plains Road, Suite 103E, MILFORD, CT, 06461, United States +1 203-874-7110 pricci@jacobicase.com 14 VILLA ROSA TERRACE, MILFORD, CT, 06460, United States
MAX S. CASE Officer 185 Plains Road, Suite 103E, MILFORD, CT, 06461, United States - - 20 DRIFTWOOD DRIVE, MILFORD, CT, 06460, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
PAUL JACOBI Agent 185 PLAINS ROAD, Suite 103E, MILFORD, CT, 06461, United States 185 PLAINS ROAD, Suite 103E, MILFORD, CT, 06461, United States +1 203-874-7110 pricci@jacobicase.com 14 VILLA ROSA TERRACE, MILFORD, CT, 06460, United States

History

Type Old value New value Date of change
Name change JACOBI, CASE & SPERANZINI, P.C. Jacobi & Case, P.C. 2021-11-08
Name change JACOBI & CASE, P.C. JACOBI, CASE & SPERANZINI, P.C. 2015-05-14
Name change JACOBI, KAPPEL & CASE, P.C. JACOBI & CASE, P.C. 2006-12-19

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012388973 2024-06-24 - Annual Report Annual Report -
BF-0011396383 2023-06-23 - Annual Report Annual Report -
BF-0010860857 2022-08-22 - Annual Report Annual Report -
BF-0009347156 2022-02-09 - Annual Report Annual Report 2020
BF-0009347157 2022-02-09 - Annual Report Annual Report 2019
BF-0009876874 2022-02-09 - Annual Report Annual Report -
BF-0010144255 2021-11-08 2021-11-08 Name Change Amendment Certificate of Amendment -
BF-0010144252 2021-11-08 2022-02-09 Change of Business Address Business Address Change -
0007240859 2021-03-18 - Annual Report Annual Report 2018
0006992383 2020-09-28 - Change of Business Address Business Address Change -

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6949708308 2021-01-27 0156 PPS 185 Plains Rd Ste 103E, Milford, CT, 06461-2480
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 168780
Loan Approval Amount (current) 168780
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16310
Servicing Lender Name The Milford Bank
Servicing Lender Address 33 Broad St, MILFORD, CT, 06460-3319
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Milford, NEW HAVEN, CT, 06461-2480
Project Congressional District CT-03
Number of Employees 8
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 16310
Originating Lender Name The Milford Bank
Originating Lender Address MILFORD, CT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 170233.38
Forgiveness Paid Date 2021-12-14
2816597107 2020-04-11 0156 PPP 185 PLAINS RD, MILFORD, CT, 06461-2440
Loan Status Date 2021-01-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 145659.35
Loan Approval Amount (current) 145659.35
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16310
Servicing Lender Name The Milford Bank
Servicing Lender Address 33 Broad St, MILFORD, CT, 06460-3319
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MILFORD, NEW HAVEN, CT, 06461-2440
Project Congressional District CT-03
Number of Employees 9
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 16310
Originating Lender Name The Milford Bank
Originating Lender Address MILFORD, CT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 146670.87
Forgiveness Paid Date 2020-12-28

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005240490 Active MUNICIPAL 2024-09-25 2039-04-29 AMENDMENT

Parties
Name Jacobi & Case, P.C.
Role Debtor
Name Tax Collector, City of Milford CT
Role Secured Party
0005210903 Active MUNICIPAL 2024-04-29 2039-04-29 ORIG FIN STMT

Parties
Name Tax Collector, City of Milford CT
Role Secured Party
Name Jacobi & Case, P.C.
Role Debtor
0005136429 Active MUNICIPAL 2023-04-25 2038-03-15 AMENDMENT

Parties
Name Jacobi & Case, P.C.
Role Debtor
Name CITY OF MILFORD
Role Secured Party
0005125955 Active MUNICIPAL 2023-03-15 2038-03-15 ORIG FIN STMT

Parties
Name Jacobi & Case, P.C.
Role Debtor
Name CITY OF MILFORD
Role Secured Party
0005090352 Active OFS 2022-09-01 2027-09-01 ORIG FIN STMT

Parties
Name Jacobi & Case, P.C.
Role Debtor
Name Fairfield County Bank
Role Secured Party
0003402308 Active MUNICIPAL 2020-09-14 2035-04-22 AMENDMENT

Parties
Name Jacobi & Case, P.C.
Role Debtor
Name TAX COLLECTOR, MILFORD CT
Role Secured Party
0003365217 Active MUNICIPAL 2020-04-22 2035-04-22 ORIG FIN STMT

Parties
Name Jacobi & Case, P.C.
Role Debtor
Name TAX COLLECTOR, MILFORD CT
Role Secured Party
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information

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