How big is JTW Financial Services, Inc.'s plan?

JTW Financial Services, Inc.'s plan reported $11.3M in assets and 1 participants for 2024.

Original filing (PDF)20250731194806NAL0011371906001

JTW Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

JTW Financial Services, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · JTW Financial Services, Inc.'s JTW Financial Services, Inc. Defined Benefit Pension Plan held $11.3M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

Plan identifiers

JTW Financial Services, Inc.'s EIN is 68-0601927.

EIN 68-0601927

Plan number 002

Plan year 2024

ACK ID 20250731194806NAL0011371906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JTW Financial Services, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JTW 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off