How big is Jackson P. TAI's plan?

Jackson P. TAI's plan reported $6.8M in assets and 2 participants for 2024.

Original filing (PDF)20251001133316NAL0016194368001

Jackson P. TAI

Name: Jackson P. TAI — JPT Pension Plan, Form 5500 (2024)
Creator: Jackson P. TAI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JPT Pension Plan

Defined-benefit pension plan · Jackson P. TAI's JPT Pension Plan held $6.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Jackson P. TAI signed Jackson P. TAI's 2024 Form 5500 as plan administrator.

Jackson P. TAI — 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

Jackson P. TAI's EIN is 46-1639046.

EIN 46-1639046

Plan number 001

Plan year 2024

ACK ID 20251001133316NAL0016194368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson P. TAI from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson P. TAI'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 JACKSON P. TAI.

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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

JACKSON P. TAI

EIN

all filings

Address

75 LOWER CROSS ROAD · GREENWICH, CT · 06831

Phone

(203) 869-0997

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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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