How big is ALAN D. Jackson, Sr.'s plan?

ALAN D. Jackson, Sr.'s plan reported $2.9M in assets for 2022.

Original filing (PDF)20231107153604NAL0030477296001

ALAN D. Jackson, Sr.

Name: ALAN D. Jackson, Sr. — ALAN D. Jackson, Sr. 401(k), Form 5500 (2022)
Creator: ALAN D. Jackson, Sr.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN D. Jackson, Sr. 401(k) Plan

401(k) retirement plan · ALAN D. Jackson, Sr.'s ALAN D. Jackson, Sr. 401(k) Plan reported $2.9M in plan assets in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Beulah Jackson signed ALAN D. Jackson, Sr.'s 2022 Form 5500 as plan administrator.

Beulah Jackson — 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

ALAN D. Jackson, Sr.'s EIN is 72-1047055.

EIN 72-1047055

Plan number 001

Plan year 2022

ACK ID 20231107153604NAL0030477296001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for ALAN D. Jackson, Sr. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

ALAN D. Jackson, Sr.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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