How big is Jupiter Financial Services Inc.'s plan?

Jupiter Financial Services Inc.'s plan reported $238K in assets and 15 participants for 2024.

Original filing (PDF)20250720070717NAL0000066899001

Jupiter Financial Services Inc.

Name: Jupiter Financial Services Inc. — Form 5500 (2024)
Creator: Jupiter Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Jupiter Financial Services Inc. held $238K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

Shirley Horner signed Jupiter Financial Services Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Jupiter Financial Services Inc.'s EIN is 47-1739723.

EIN 47-1739723

Plan number 001

Plan year 2024

ACK ID 20250720070717NAL0000066899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jupiter Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jupiter Financial Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JUPITER FINANCIAL SERVICES 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score