2023 Form 5500 filing — The Jackson Clinic Professional Association Revised 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 20241011090733NAL0043763090001) for The Jackson Clinic Professional Association Revised Profit Sharing Plan, reported by Jackson Clinic Professional Association under EIN 62-0555660 and plan number 002. It reports 920 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090733NAL0043763090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Clinic Professional Association
- EIN
- 62-0555660
- Plan number
- 002
- Location
- Jackson, TN
- Participants
- 920
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,220,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,220,671
- Employer contributions
- $3,000,000
- Participant contributions
- $2,579,844
- Total income / additions
- $30,870,195
- Benefits paid
- $17,388,733
- Administrative expenses
- $175,214
- Total expenses
- $17,563,947
- Net increase / (decrease)
- $13,306,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $92,552 | $0 |
| First Horizon Advisors Inc | NONE | $82,661 | not reported in the loaded dataset |