P 401(k) Plan Report

Stable plan record

JACKSON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by JACKSON WEALTH MANAGEMENT LLC · EIN/PN 208901642-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,396
Administrative cost per participant
2025
$256
Active participants
2025
3
Total plan assets
2025
$220,789
Participant loans as a share of assets
2025
2.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714152047NAL00022633600013$3,396
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.