How big is Jackson Sumner & Associates, Inc.'s plan?

Jackson Sumner & Associates, Inc.'s plan reported $3.1M in assets and 63 participants for 2024.

Original filing (PDF)20250602122233NAL0017370960001

Jackson Sumner & Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Jackson Sumner & Associates Inc. 401(k) PS Plan

401(k) retirement plan · Jackson Sumner & Associates, Inc.'s Jackson Sumner & Associates Inc. 401(k) PS Plan held $3.1M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Danielle Wade signed Jackson Sumner & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Danielle Wade — 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 Sumner & Associates, Inc.'s EIN is 56-1322657.

EIN 56-1322657

Plan number 002

Plan year 2024

ACK ID 20250602122233NAL0017370960001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jackson Sumner & Associates, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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