How big is JSE Advisors' plan?

JSE Advisors' plan reported $2.3M in assets and 1 participants for 2023.

Original filing (PDF)20240930084227NAL0009819600001

JSE Advisors

Name: JSE Advisors — JSE Advisors Pension Plan, Form 5500 (2023)
Creator: JSE Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JSE Advisors Pension Plan

Defined-benefit pension plan · JSE Advisors' JSE Advisors Pension Plan held $2.3M in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

JSE Advisors' EIN is 27-4688390.

EIN 27-4688390

Plan number 001

Plan year 2023

ACK ID 20240930084227NAL0009819600001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JSE Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

JSE Advisors' 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 JSE ADVISORS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JSE ADVISORS

EIN

all filings

Address

117 SAINT PIERRE WAY · JUPITER, FL · 33458

Phone

(917) 579-6858

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-30

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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