How big is Jay W. Jackson's plan?

Jay W. Jackson's plan reported $2.4M in assets and 13 participants for 2025.

Original filing (PDF)20260518083439NAL0014891792001

Jay W. Jackson

Name: Jay W. Jackson — Jay Jackson Insurance Agency, Inc., Form 5500 (2025)
Creator: Jay W. Jackson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay Jackson Insurance Agency, Inc. 401(k) Plan

401(k) retirement plan · Jay W. Jackson's Jay Jackson Insurance Agency, Inc. 401(k) Plan held $2.4M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Jay Jackson signed Jay W. Jackson's 2025 Form 5500 as plan administrator.

Jay 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

Jay W. Jackson's EIN is 76-0510793.

EIN 76-0510793

Plan number 001

Plan year 2025

ACK ID 20260518083439NAL0014891792001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jay W. Jackson from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jay W. Jackson's plan includes 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 JAY W. JACKSON.

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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