How big is Jacksonville Wealth Management, LLC's plan?

Jacksonville Wealth Management, LLC's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250509135323NAL0013355921001

Jacksonville Wealth Management, LLC

Name: Jacksonville Wealth Management, LLC — Jaxwealth, Form 5500 (2024)
Creator: Jacksonville Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jaxwealth 401(k) Plan

401(k) retirement plan · Jacksonville Wealth Management, LLC's Jaxwealth 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michele Levitan for TRPC signed Jacksonville Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Michele Levitan for TRPC — 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

Jacksonville Wealth Management, LLC's EIN is 47-3765523.

EIN 47-3765523

Plan number 001

Plan year 2024

ACK ID 20250509135323NAL0013355921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacksonville Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacksonville Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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