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, Jackson Thornton & Co., P.C. 401(K) Plan is a benefit plan reported by Jackson Thornton & Co., P.C. under EIN 63-1035228 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $110,397,730 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,397,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,397,730
- Net assets (BOY)
- $95,878,925
Income & contributions
- Employer contributions
- $990,132
- Participant contributions
- $1,420,471
- Total contributions
- $2,545,754
- Total income / additions
- $18,330,592
Expenses & distributions
- Benefits paid
- $3,743,612
- Administrative expenses
- $68,175
- Total expenses
- $3,811,787
- Net increase / (decrease)
- $14,518,805