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Jackson, Grant Investment Advisers, Inc.

Stamford, CT
Connecticut
Registered In
02/24/1992
Incorp. Date

Company Summary

Jackson, Grant Investment Advisers, Inc. at Two High Ridge Park, Stamford, Ct lists J. Julie Jason of Greenwich, CT and Meredith Leila Jason of New York, NY.

Overview

Registered In
Connecticut
Incorporation Date
Company Type
Stock
Status
Dissolved
Registration Type
Domestic
Email
***********@snet.net
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People

J Julie Jason Registered Agent
2 HIGH RIDGE PARK, STAMFORD, CT 06905 22 CARPENTERS BRK, GREENWICH, CT 06831
J. Julie Jason
22 CARPENTERS BRK, GREENWICH, CT 06905 TWO HIGH RIDGE PARK, STAMFORD, CT 06905
Meredith Leila Jason
211 W 56TH ST APT 180, NEW YORK, NY 10019 TWO HIGH RIDGE PARK, STAMFORD, CT 06905

Map & Locations

TWO HIGH RIDGE PARK, STAMFORD, CT View Map

Financials

Financial Information for Jackson, Grant Investment Advisers, Inc.

Form 5500

JACKSON, GRANT INVESTMENT ADVISERS, INC.

2 High Ridge Park, Stamford, Ct 06905 (203) 322-1198 EIN:90-0891495 Plan Admin:Nppg Fiduciary Services, Llc
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$566,973 / $853,837 2022 JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN - Plan #002 10 / 11 $566,973 / $853,837
2022 Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$3,967,014 / $581,174 2022 JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 11 / 9 $3,967,014 / $581,174
2021 Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$2,316,688 / $3,967,014 2021 JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 11 / 10 $2,316,688 / $3,967,014
2021 Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,546,718 / $566,973 2021 JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN - Plan #002 10 / 10 $1,546,718 / $566,973
2020 Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,765,100 / $2,316,688 2020 JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 11 / 10 $1,765,100 / $2,316,688
2020 Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 9 Assets BOY/EOY$1,344,490 / $1,546,718 2020 JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN - Plan #002 7 / 9 $1,344,490 / $1,546,718
2019 Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,337,992 / $1,765,100 2019 JACKSON, GRANT INVESTMENT ADVISERS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 8 / 8 $1,337,992 / $1,765,100
2019 Plan NameJACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$957,997 / $1,344,490 2019 JACKSON, GRANT INVESTMENT ADVISERS, INC. CASH BALANCE PLAN - Plan #002 8 / 8 $957,997 / $1,344,490
Benefit & Retirement Plans based on Form 5500.
PPP Loans

JACKSON GRANT INVESTMENT ADVISERS INC

2 High Ridge Park, Stamford, Ct 06905
Loan Date Approved Forgiven Lender Jobs
05/02/2020 Approved$209,153 Forgiven$211,044 LenderWells Fargo Bank, National Association Jobs11 05/02/2020 $209,153 $211,044 Wells Fargo Bank, National Association 11
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Jackson, Grant Investment Advisers, Inc. Registered in Connecticut
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Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor • U.S. Small Business Administration
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