How big is JEFF Sussman Management, Inc.'s plan?

JEFF Sussman Management, Inc.'s plan reported $5.0M in assets and 3 participants for 2024.

Original filing (PDF)20250904155124NAL0016279921001

JEFF Sussman Management, Inc.

Name: JEFF Sussman Management, Inc. — JEFF Sussman, Form 5500 (2024)
Creator: JEFF Sussman Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Sussman Management, Inc. Pension Plan

Defined-benefit pension plan · JEFF Sussman Management, Inc.'s JEFF Sussman Management, Inc. Pension Plan held $5.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

JEFF Sussman signed JEFF Sussman Management, Inc.'s 2024 Form 5500 as plan administrator.

JEFF Sussman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JEFF Sussman Management, Inc.'s EIN is 13-4013071.

EIN 13-4013071

Plan number 001

Plan year 2024

ACK ID 20250904155124NAL0016279921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Sussman Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Sussman Management, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF SUSSMAN MANAGEMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score