Jackson Hewitt Tax Service Inc. 401(k) Plan: Login, Facts & Contact Information
Jackson Hewitt Tax Service Inc. 401(k) Login
369 former Jackson Hewitt Tax Service Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Jackson Hewitt Tax Service Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 30, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $4.70 million went into the plan in contributions, $889,284 of it from the employer (19%).
- $7.82 million was paid out to participants.
- Investment and other income added $8.25 million.
- Administrative expenses were $151,838, about $160 per account.
How the Jackson Hewitt Tax Service Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,326 | $46.9 million | $727,384 | $4.64 million |
| 2020 | 1,609 | $53.1 million | $561,661 | $4.92 million |
| 2021 | 1,381 | $61.4 million | $887,877 | $4.50 million |
| 2022 | 1,476 | $52.0 million | $958,283 | $5.40 million |
| 2023 | 1,120 | $60.9 million | $1.00 million | $4.84 million |
| 2024 | 930 | $65.8 million | $889,284 | $7.82 million |
Jackson Hewitt Tax Service Inc. 401(k) Contact Information
Questions about the Jackson Hewitt Tax Service Inc. 401(k)
Does Jackson Hewitt Tax Service Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $889,284, 19% of all contributions.
Does the Jackson Hewitt Tax Service Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Jackson Hewitt Tax Service Inc 401(k) plan?
930 participants at the start of plan year 2024, 1,066 of them active employees, and 369 former employees who still had money in the plan.
What is the average 401(k) balance at Jackson Hewitt Tax Service Inc?
About $69,505 per account: $65.8 million in plan assets across 947 accounts with a balance at the end of plan year 2024.
Who manages the Jackson Hewitt Tax Service Inc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Jackson Hewitt Tax Service Inc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.