Jackson Healthcare For Women, P.A. Profit Sharing Plan — Form 5500 plan (Jackson Healthcare For Women, P.A.)
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 Healthcare For Women, P.A. Profit Sharing Plan is a benefit plan reported by Jackson Healthcare For Women, P.A. under EIN 64-0503682 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $36,870,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Healthcare For Women, P.A.
- EIN
- 64-0503682
- Plan number
- 001
- Plan type
- 2
- Location
- Flowood, MS
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $36,870,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20240925084341NAL0026225570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,870,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,870,222
- Net assets (BOY)
- $38,530,101
Income & contributions
- Employer contributions
- $1,011,234
- Participant contributions
- $438,286
- Total contributions
- $1,546,327
- Total income / additions
- $6,841,661
Expenses & distributions
- Benefits paid
- $8,396,164
- Administrative expenses
- $105,376
- Total expenses
- $8,501,540
- Net increase / (decrease)
- -$1,659,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnolia Capitol Advisors LLC | INVESTMENT ADVISOR | $73,522 | not reported in the loaded dataset | 2023 |
| Tann, Brown & Russ Co., Pllc | OTHER | $15,775 | not reported in the loaded dataset | 2023 |
| Azalea Administration LLC | CONTRACT ADMIN | $0 | $10,000 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $956 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Healthcare For Women, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Flowood, MS
- Magnolia Capitol Advisors LLC — Schedule C compensation
- Tann, Brown & Russ Co., Pllc — Schedule C compensation
- Azalea Administration LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation