Jackson Orlando 401(K) Plan — Form 5500 plan (Jackson Therapy Partners LLC)
Plain-English plan 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 Orlando 401(K) Plan is a benefit plan reported by Jackson Therapy Partners LLC under EIN 20-4430776 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,953 participants and $6,430,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Therapy Partners LLC
- EIN
- 20-4430776
- Plan number
- 001
- Plan type
- 2
- Location
- Oranld, FL
- Latest filing year
- 2023
- Participants
- 1,953
- End-of-year plan assets
- $6,430,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,953 | H, C | 20240731152105NAL0021778545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,430,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,430,179
- Net assets (BOY)
- $6,204,901
Income & contributions
- Employer contributions
- $216,743
- Participant contributions
- $1,728,456
- Total contributions
- $2,078,591
- Total income / additions
- $3,037,996
Expenses & distributions
- Benefits paid
- $2,680,208
- Administrative expenses
- $131,649
- Total expenses
- $2,812,718
- Net increase / (decrease)
- $225,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $66,653 | $2,963 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,178 | $0 | 2023 |
| Williams Benator & Libby | ACCOUNTANT | $15,844 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Resources Investment Advisors, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Therapy Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Oranld, FL
- Orenda Retirement, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Williams Benator & Libby — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation