Jones Family Medicine Clinic, Pllc Cash Balance Plan — Form 5500 plan (Jones Family Medicine Clinic, Pllc)
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, Jones Family Medicine Clinic, Pllc Cash Balance Plan is a benefit plan reported by Jones Family Medicine Clinic, Pllc under EIN 35-2168757 and plan number 002. The latest loaded filing year is 2023. The filing reports 46 participants and $2,468,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones Family Medicine Clinic, Pllc
- EIN
- 35-2168757
- Plan number
- 002
- Plan type
- 2
- Location
- Laurel, MS
- Latest filing year
- 2023
- Participants
- 46
- End-of-year plan assets
- $2,468,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 46 | I | 20241004160155NAL0019916176001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,468,314
- Net assets (EOY)
- $2,468,314
- Net assets (BOY)
- $2,342,247
Income & contributions
- Employer contributions
- $8,955
- Total income / additions
- $126,067
Expenses & distributions
- Benefits paid
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $126,067
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.