JACKSON FAMILY TAX SERVICE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON FAMILY TAX SERVICE, LLC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JACKSON FAMILY TAX SERVICE, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 5060 |
| Net assets as of the end of the plan year | 2025-10-15 | 1485 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 3259 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 1000 |
| Value of participant loans at end of plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 3286 |
| Plan net income in this plan year | 2025-10-15 | -1774 |
| Net assets as of the end of the plan year | 2025-10-15 | 1485 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 3259 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 2021 |
| 2024 : JACKSON FAMILY TAX SERVICE, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-12 | 4891 |
| Net assets as of the end of the plan year | 2024-10-12 | 3259 |
| Total assets as of the beginning of the plan year | 2024-10-12 | 4802 |
| Value of plan covered by a fidelity bond | 2024-10-12 | 1000 |
| Value of participant loans at end of plan year | 2024-10-12 | 0 |
| Other income to plan in this plan year | 2024-10-12 | 3348 |
| Plan net income in this plan year | 2024-10-12 | -1543 |
| Net assets as of the end of the plan year | 2024-10-12 | 3259 |
| Net assets as of the beginning of the plan year | 2024-10-12 | 4802 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-12 | 2021 |
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