How many benefit plans does Jackson Thornton & Co., P.C. report on Form 5500?

Jackson Thornton & Co., P.C. (EIN 63-1035228) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Jackson Thornton & Co., P.C.?

The Employer Identification Number (EIN) reported for Jackson Thornton & Co., P.C. is 63-1035228.

What is the latest Form 5500 filing year for Jackson Thornton & Co., P.C.?

The latest loaded Form 5500 filing year for Jackson Thornton & Co., P.C. is 2023.

Jackson Thornton & Co., P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Thornton & Co., P.C. (EIN 63-1035228) is a plan sponsor located in Montgomery, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 63-1035228
Location: Montgomery, AL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $110,397,730
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $110,397,730

Contributions & income

Employer contributions: $990,132
Participant contributions: $1,420,471
Total income / additions: $18,330,592

Expenses & distributions

Benefits paid / distributions: $3,743,612
Total expenses: $3,811,787
Net increase / (decrease): $14,518,805

Coverage

Total reported participants: 458
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Jackson Thornton & Co., P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Jackson Thornton & Co., P.C. 401(K) Plan	001	313	$110,397,730	2023
Jackson Thornton & Co., P.C. Welfare Plans	502	145	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jackson Thornton & Co., P.C.
Year	Plan	Participants	Schedules	Filing
2023	Jackson Thornton & Co., P.C. Welfare Plans	145	—	20240722175056NAL0018276272001
2023	Jackson Thornton & Co., P.C. 401(K) Plan	313	H, C	20241007115418NAL0007542819001