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  5. Jacobi & Case, P.C.

Jacobi & Case, P.C.

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
NAICS code: 541110 - Offices of Lawyers
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

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

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

Officer

Name Role Business address Phone E-Mail Residence address
MAX S. CASE Officer 185 Plains Road, Suite 103E, MILFORD, CT, 06461, United States No data No data 20 DRIFTWOOD DRIVE, MILFORD, CT, 06460, United States
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

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 No data Annual Report Annual Report No data
BF-0011396383 2023-06-23 No data Annual Report Annual Report No data
BF-0010860857 2022-08-22 No data Annual Report Annual Report No data
BF-0009347156 2022-02-09 No data Annual Report Annual Report 2020
BF-0009347157 2022-02-09 No data Annual Report Annual Report 2019
BF-0009876874 2022-02-09 No data Annual Report Annual Report No data
BF-0010144255 2021-11-08 2021-11-08 Name Change Amendment Certificate of Amendment No data
BF-0010144252 2021-11-08 2022-02-09 Change of Business Address Business Address Change No data
0007240859 2021-03-18 No data Annual Report Annual Report 2018
0006992383 2020-09-28 No data Change of Business Address Business Address Change No data

Related by officers

PAUL JACOBI

ORCHARD HILLS BASKETBALL, INC. PROTECTIVE TECHNOLOGIES, INC. MILFORD INTERNATIONAL LITTLE LEAGUE, INC.

MAX S. CASE

55 OLD GATE LANE, LLC LISMAN FAMILY 2014, LLC ADVANCED ANALYTICAL ASSOCIATES, INC. WAVECREST PROPERTIES, LLC A.A.I.S./PETCO (JV) LLC BKMS ASSOCIATES LLC PS 242, LLC SASJA, LLC MILFORD 58 PROSPECT STREET, LLC OSCAR'S BISTRO AND BAR, L.L.C.

Related by address

185 PLAINS ROAD, MILFORD, CT, 06461, United States

WEBSTER U. WALKER, JR. FOUNDATION, INC. GREEN ACRES, L.L.C. LEX LEASING COMPANY LIMITED PARTNERSHIP FRENKEL FAMILY FOUNDATION, INC. BLT ASSOCIATES LLC CROSS COUNTRY TITLE, LLC AMERICAN REALTY NETWORK, LLC 106 MERWIN AVENUE, LLC STERN ASSOCIATES LLC

Date of last update: 20 Jan 2025

Sources: Connecticut's Official State Website

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