Hartley E. Jackson Iii, Accountant, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Hartley E. Jackson Iii, Accountant, INC.
  • Sponsor EIN: 953445811
  • Sponsor Address: PO BOX 1566, SOUTH PASADENA, CA, 910311566
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$2.0M$0$0
20241$2.2M$0$0
20231$2.1M$0$0
20221$2.1M$0$0

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