How big is Jackson and Whitaker, Inc.'s plan?

Jackson and Whitaker, Inc.'s plan reported $11.6M in assets and 10 participants for 2024.

Original filing (PDF)20250720151234NAL0000178035001

Jackson and Whitaker, Inc.

Name: Jackson and Whitaker, Inc. — Jackson and Whitaker, Form 5500 (2024)
Creator: Jackson and Whitaker, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson and Whitaker, Inc. 401(k) Plan

401(k) retirement plan · Jackson and Whitaker, Inc.'s Jackson and Whitaker, Inc. 401(k) Plan held $11.6M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

Plan identifiers

Jackson and Whitaker, Inc.'s EIN is 47-5469839.

EIN 47-5469839

Plan number 003

Plan year 2024

ACK ID 20250720151234NAL0000178035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jackson and Whitaker, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson and Whitaker, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACKSON AND WHITAKER, 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