Jackson Clinic Professional Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jackson Clinic Professional Association (EIN 62-0555660) is a plan sponsor located in Jackson, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-0555660
Location
Jackson, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$165,220,671
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$165,220,671

Contributions & income

Employer contributions
$3,000,000
Participant contributions
$2,579,844
Total income / additions
$30,870,195

Expenses & distributions

Benefits paid / distributions
$17,388,733
Total expenses
$17,563,947
Net increase / (decrease)
$13,306,248

Coverage

Total reported participants
1,562
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Jackson Clinic Professional Association plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Jackson Clinic Professional Association Revised Profit Sharing Plan002920$165,220,6712023
The Jackson Clinic, P.A. Group Insurance For Employees Plan501642not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jackson Clinic Professional Association
YearPlanParticipantsSchedulesFiling
2023The Jackson Clinic, P.A. Group Insurance For Employees Plan64220241001085740NAL0011229552001
2023The Jackson Clinic Professional Association Revised Profit Sharing Plan920H, C20241011090733NAL0043763090001

Related Form 5500 pages