2023 Form 5500 filing — Jones Family Medicine Clinic, Pllc Cash Balance Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004160155NAL0019916176001) for Jones Family Medicine Clinic, Pllc Cash Balance Plan, reported by Jones Family Medicine Clinic, Pllc under EIN 35-2168757 and plan number 002. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241004160155NAL0019916176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jones Family Medicine Clinic, Pllc
- EIN
- 35-2168757
- Plan number
- 002
- Location
- Laurel, MS
- Participants
- 46
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,468,314
- Net assets (EOY)
- $2,468,314
- Employer contributions
- $8,955
- Total income / additions
- $126,067
- Benefits paid
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $126,067
- Schedule source
- Schedule I