The Jackson Clinic Professional Association Revised Profit Sharing Plan — Form 5500 plan (Jackson Clinic Professional Association)
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, The Jackson Clinic Professional Association Revised Profit Sharing Plan is a benefit plan reported by Jackson Clinic Professional Association under EIN 62-0555660 and plan number 002. The latest loaded filing year is 2023. The filing reports 920 participants and $165,220,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Clinic Professional Association
- EIN
- 62-0555660
- Plan number
- 002
- Plan type
- 2
- Location
- Jackson, TN
- Latest filing year
- 2023
- Participants
- 920
- End-of-year plan assets
- $165,220,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 920 | H, C | 20241011090733NAL0043763090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,220,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,220,671
- Net assets (BOY)
- $151,914,423
Income & contributions
- Employer contributions
- $3,000,000
- Participant contributions
- $2,579,844
- Total contributions
- $5,651,265
- Total income / additions
- $30,870,195
Expenses & distributions
- Benefits paid
- $17,388,733
- Administrative expenses
- $175,214
- Total expenses
- $17,563,947
- Net increase / (decrease)
- $13,306,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $92,552 | $0 | 2023 |
| First Horizon Advisors Inc | NONE | $82,661 | not reported in the loaded dataset | 2023 |