2023 Form 5500 filing — Jackson Healthcare For Women, P.A. Profit Sharing 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 20240925084341NAL0026225570001) for Jackson Healthcare For Women, P.A. Profit Sharing Plan, reported by Jackson Healthcare For Women, P.A. under EIN 64-0503682 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925084341NAL0026225570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Healthcare For Women, P.A.
- EIN
- 64-0503682
- Plan number
- 001
- Location
- Flowood, MS
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,870,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,870,222
- Employer contributions
- $1,011,234
- Participant contributions
- $438,286
- Total income / additions
- $6,841,661
- Benefits paid
- $8,396,164
- Administrative expenses
- $105,376
- Total expenses
- $8,501,540
- Net increase / (decrease)
- -$1,659,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnolia Capitol Advisors LLC | INVESTMENT ADVISOR | $73,522 | not reported in the loaded dataset |
| Tann, Brown & Russ Co., Pllc | OTHER | $15,775 | not reported in the loaded dataset |
| Azalea Administration LLC | CONTRACT ADMIN | $0 | $10,000 |
| Empower Annuity Insurance Company | RECORDKEEPER | $956 | $0 |