2023 Form 5500 filing — Jackson Heart Clinic, P.A. 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 20250113081354NAL0018000897001) for Jackson Heart Clinic, P.A. 401(K) Plan, reported by Jackson Heart Clinic, P.A. under EIN 64-0528954 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113081354NAL0018000897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Heart Clinic, P.A.
- EIN
- 64-0528954
- Plan number
- 001
- Location
- Jackson, MS
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,851,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,851,180
- Employer contributions
- $1,091,805
- Participant contributions
- $825,312
- Total income / additions
- $6,885,302
- Benefits paid
- $3,929,743
- Administrative expenses
- $64,286
- Total expenses
- $3,994,029
- Net increase / (decrease)
- $2,891,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trustmark Wealth Management | ADVISOR | $34,171 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $22,186 | $0 |
| Newport Trust Company | TRUSTEE | $6,880 | $0 |