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

Jackson Associates, Inc.'s plan reported $2.8M in assets and 38 participants for 2023.

Original filing (PDF)20250414100344NAL0003234546001

Jackson Associates, Inc.

Name: Jackson Associates, Inc. — Jackson Associates 401(k), Form 5500 (2023)
Creator: Jackson Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jackson Associates 401(k) Plan

401(k) retirement plan · Jackson Associates, Inc.'s Jackson Associates 401(k) Plan held $2.8M in plan assets for 38 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Jackson Associates, Inc.'s EIN is 61-0166090.

EIN 61-0166090

Plan number 002

Plan year 2023

ACK ID 20250414100344NAL0003234546001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jackson Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jackson Associates, Inc.'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 JACKSON ASSOCIATES, INC..

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Plan health score

Above-average plan

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