How big is Jet Wealth Advisors Inc.'s plan?

Jet Wealth Advisors Inc.'s plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250715094337NAL0001203171001

Jet Wealth Advisors Inc.

Name: Jet Wealth Advisors Inc. — Jet Wealth Advisors, Inc., Form 5500 (2024)
Creator: Jet Wealth Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jet Wealth Advisors, Inc. Defined Benefit Plan

Defined-benefit pension plan · Jet Wealth Advisors Inc.'s Jet Wealth Advisors, Inc. Defined Benefit Plan held $2.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Jet Wealth Advisors Inc.'s EIN is 46-3490738.

EIN 46-3490738

Plan number 002

Plan year 2024

ACK ID 20250715094337NAL0001203171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jet Wealth Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jet Wealth Advisors Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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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