2023 Form 5500 filing — Jackson Orlando 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 20240731152105NAL0021778545001) for Jackson Orlando 401(K) Plan, reported by Jackson Therapy Partners LLC under EIN 20-4430776 and plan number 001. It reports 1,953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731152105NAL0021778545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Therapy Partners LLC
- EIN
- 20-4430776
- Plan number
- 001
- Location
- Oranld, FL
- Participants
- 1,953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,430,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,430,179
- Employer contributions
- $216,743
- Participant contributions
- $1,728,456
- Total income / additions
- $3,037,996
- Benefits paid
- $2,680,208
- Administrative expenses
- $131,649
- Total expenses
- $2,812,718
- Net increase / (decrease)
- $225,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $66,653 | $2,963 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,178 | $0 |
| Williams Benator & Libby | ACCOUNTANT | $15,844 | not reported in the loaded dataset |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |
| Resources Investment Advisors, LLC | INV ADV, PARTICIPANTS | $0 | $0 |