2023 Form 5500 filing — Jackson Thornton & Co., P.C. 401(K) 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 20241007115418NAL0007542819001) for Jackson Thornton & Co., P.C. 401(K) Plan, reported by Jackson Thornton & Co., P.C. under EIN 63-1035228 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007115418NAL0007542819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Thornton & Co., P.C.
- EIN
- 63-1035228
- Plan number
- 001
- Location
- Montgomery, AL
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,397,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,397,730
- Employer contributions
- $990,132
- Participant contributions
- $1,420,471
- Total income / additions
- $18,330,592
- Benefits paid
- $3,743,612
- Administrative expenses
- $68,175
- Total expenses
- $3,811,787
- Net increase / (decrease)
- $14,518,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Trust Company | TRUSTEE | $29,849 | $0 |
| Newport Group, Inc. | RECORDKEEPER | $24,356 | $0 |
| Buckingham Asset Management, LLC | ADVISOR | $13,970 | not reported in the loaded dataset |