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THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN
Plan identification number 002

THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JACKSON CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:JACKSON CLINIC, P.A.
Employer identification number (EIN):620555660
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEVE BATCHELOR STEVE BATCHELOR2018-10-03
0022016-01-01STEVE BATCHELOR STEVE BATCHELOR2017-10-16
0022015-01-01STEVE BATCHELOR STEVE BATCHELOR2016-10-12
0022014-01-01STEVE BATCHELOR STEVE BATCHELOR2015-10-01
0022013-01-01STEVE BATCHELOR STEVE BATCHELOR2014-10-14
0022012-01-01STEVE BATCHELOR STEVE BATCHELOR2013-10-09
0022011-01-01STEVE BATCHELOR STEVE BATCHELOR2012-10-05
0022010-01-01STEVE BATCHELOR STEVE BATCHELOR2011-10-14
0022009-01-01STEVE BATCHELOR STEVE BATCHELOR2010-10-04

Plan Statistics for THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN

401k plan membership statisitcs for THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN

Measure Date Value
2023: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01920
Total number of active participants reported on line 7a of the Form 55002023-01-01585
Number of retired or separated participants receiving benefits2023-01-0119
Number of other retired or separated participants entitled to future benefits2023-01-01233
Total of all active and inactive participants2023-01-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-01842
Number of participants with account balances2023-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0121
2022: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01868
Total number of active participants reported on line 7a of the Form 55002022-01-01601
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01260
Total of all active and inactive participants2022-01-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01878
Number of participants with account balances2022-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01824
Total number of active participants reported on line 7a of the Form 55002021-01-01591
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-01260
Total of all active and inactive participants2021-01-01864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01868
Number of participants with account balances2021-01-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01854
Total number of active participants reported on line 7a of the Form 55002020-01-01604
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01210
Total of all active and inactive participants2020-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01827
Number of participants with account balances2020-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01804
Total number of active participants reported on line 7a of the Form 55002019-01-01650
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-01184
Total of all active and inactive participants2019-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01848
Number of participants with account balances2019-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0160
2018: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01711
Total number of active participants reported on line 7a of the Form 55002018-01-01640
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01158
Total of all active and inactive participants2018-01-01805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01806
Number of participants with account balances2018-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01741
Total number of active participants reported on line 7a of the Form 55002017-01-01652
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01153
Total of all active and inactive participants2017-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01813
Number of participants with account balances2017-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01738
Total number of active participants reported on line 7a of the Form 55002016-01-01645
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01129
Total of all active and inactive participants2016-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01782
Number of participants with account balances2016-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01730
Total number of active participants reported on line 7a of the Form 55002015-01-01635
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01142
Total of all active and inactive participants2015-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01786
Number of participants with account balances2015-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01727
Total number of active participants reported on line 7a of the Form 55002014-01-01628
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01137
Total of all active and inactive participants2014-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01772
Number of participants with account balances2014-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01721
Total number of active participants reported on line 7a of the Form 55002013-01-01625
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01131
Total of all active and inactive participants2013-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01760
Number of participants with account balances2013-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01816
Total number of active participants reported on line 7a of the Form 55002012-01-01628
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01228
Total of all active and inactive participants2012-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01863
Number of participants with account balances2012-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01797
Total number of active participants reported on line 7a of the Form 55002011-01-01614
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01214
Total of all active and inactive participants2011-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01838
Number of participants with account balances2011-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01854
Total number of active participants reported on line 7a of the Form 55002010-01-01621
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-01208
Total of all active and inactive participants2010-01-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01838
Number of participants with account balances2010-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0122
2009: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01912
Total number of active participants reported on line 7a of the Form 55002009-01-01650
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01196
Total of all active and inactive participants2009-01-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01852
Number of participants with account balances2009-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN

Measure Date Value
2023 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$30,870,195
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$17,563,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$17,388,733
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,651,265
Value of total assets at end of year2023-12-31$165,220,671
Value of total assets at beginning of year2023-12-31$151,914,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$175,214
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,617,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,617,775
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,579,844
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,234,966
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,028,378
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$71,421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$163,284
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$13,306,248
Value of net assets at end of year (total assets less liabilities)2023-12-31$165,220,671
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$151,914,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$82,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$148,494,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$131,619,457
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$12,491,621
Value of interest in common/collective trusts at beginning of year2023-12-31$16,266,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$20,101,335
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$336,536
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$3,000,000
Employer contributions (assets) at end of year2023-12-31$3,000,000
Employer contributions (assets) at beginning of year2023-12-31$3,000,000
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$17,388,733
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HORNE LLP
Accountancy firm EIN2023-12-31201941244
2022 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-26,510,178
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,246,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,082,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,587,098
Value of total assets at end of year2022-12-31$151,914,423
Value of total assets at beginning of year2022-12-31$190,671,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$164,855
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,184,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,184,244
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,433,417
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$207,270
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,028,378
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,243,737
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$151,808
Other income not declared elsewhere2022-12-31$-265,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,757,141
Value of net assets at end of year (total assets less liabilities)2022-12-31$151,914,423
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$190,671,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$83,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$131,619,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$170,794,437
Value of interest in common/collective trusts at end of year2022-12-31$16,266,588
Value of interest in common/collective trusts at beginning of year2022-12-31$15,426,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-38,297,448
Net investment gain or loss from common/collective trusts2022-12-31$281,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,001,873
Employer contributions (assets) at end of year2022-12-31$3,000,000
Employer contributions (assets) at beginning of year2022-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,082,108
Contract administrator fees2022-12-31$81,419
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HORNE LLP
Accountancy firm EIN2022-12-31201941244
2021 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$29,350,308
Total of all expenses incurred2021-12-31$15,483,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,306,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,560,177
Value of total assets at end of year2021-12-31$190,671,564
Value of total assets at beginning of year2021-12-31$176,805,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$177,248
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,398,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,398,705
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,438,074
Participant contributions at end of year2021-12-31$207,270
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,243,737
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,413,659
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$123,850
Other income not declared elsewhere2021-12-31$132,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,866,492
Value of net assets at end of year (total assets less liabilities)2021-12-31$190,671,564
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$176,805,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$86,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$170,794,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$155,012,217
Value of interest in common/collective trusts at end of year2021-12-31$15,426,120
Value of interest in common/collective trusts at beginning of year2021-12-31$17,379,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,007,910
Net investment gain or loss from common/collective trusts2021-12-31$251,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,998,253
Employer contributions (assets) at end of year2021-12-31$3,000,000
Employer contributions (assets) at beginning of year2021-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,306,568
Contract administrator fees2021-12-31$90,525
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HORNE LLP
Accountancy firm EIN2021-12-31201941244
2020 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$32,363,473
Total of all expenses incurred2020-12-31$9,667,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,504,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,754,096
Value of total assets at end of year2020-12-31$176,805,072
Value of total assets at beginning of year2020-12-31$154,108,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$162,960
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,116,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,116,762
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,738,139
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,413,659
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,238,732
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,254
Other income not declared elsewhere2020-12-31$97,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,696,085
Value of net assets at end of year (total assets less liabilities)2020-12-31$176,805,072
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$154,108,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$77,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$155,012,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$135,316,284
Value of interest in common/collective trusts at end of year2020-12-31$17,379,196
Value of interest in common/collective trusts at beginning of year2020-12-31$14,553,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,073,353
Net investment gain or loss from common/collective trusts2020-12-31$321,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,999,703
Employer contributions (assets) at end of year2020-12-31$3,000,000
Employer contributions (assets) at beginning of year2020-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,504,428
Contract administrator fees2020-12-31$85,674
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HORNE LLP
Accountancy firm EIN2020-12-31201941244
2019 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$35,126,558
Total of all expenses incurred2019-12-31$19,094,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,929,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,702,651
Value of total assets at end of year2019-12-31$154,108,987
Value of total assets at beginning of year2019-12-31$138,076,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$164,456
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,100,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,100,505
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,318,524
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,238,732
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$982,971
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$165,938
Other income not declared elsewhere2019-12-31$183,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,032,432
Value of net assets at end of year (total assets less liabilities)2019-12-31$154,108,987
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$138,076,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$91,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$135,316,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$121,292,320
Value of interest in common/collective trusts at end of year2019-12-31$14,553,971
Value of interest in common/collective trusts at beginning of year2019-12-31$12,801,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,800,154
Net investment gain or loss from common/collective trusts2019-12-31$339,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,218,189
Employer contributions (assets) at end of year2019-12-31$3,000,000
Employer contributions (assets) at beginning of year2019-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,929,670
Contract administrator fees2019-12-31$73,054
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HORNE LLP
Accountancy firm EIN2019-12-31201941244
2018 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,511,579
Total of all expenses incurred2018-12-31$4,903,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,677,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,468,789
Value of total assets at end of year2018-12-31$138,076,555
Value of total assets at beginning of year2018-12-31$145,492,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$226,810
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,613,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,613,026
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,425,384
Assets. Other investments not covered elsewhere at end of year2018-12-31$982,971
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$263,686
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,405
Other income not declared elsewhere2018-12-31$-204,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,415,487
Value of net assets at end of year (total assets less liabilities)2018-12-31$138,076,555
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$145,492,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$145,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$121,292,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$129,185,345
Value of interest in common/collective trusts at end of year2018-12-31$12,801,264
Value of interest in common/collective trusts at beginning of year2018-12-31$12,596,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$173,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$173,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,706,258
Net investment gain or loss from common/collective trusts2018-12-31$317,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,000,000
Employer contributions (assets) at end of year2018-12-31$3,000,000
Employer contributions (assets) at beginning of year2018-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,677,098
Contract administrator fees2018-12-31$80,837
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$273,759
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HORNE LLP
Accountancy firm EIN2018-12-31201941244
2017 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$81,260
Total unrealized appreciation/depreciation of assets2017-12-31$81,260
Total income from all sources (including contributions)2017-12-31$27,047,275
Total of all expenses incurred2017-12-31$7,136,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,958,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,485,883
Value of total assets at end of year2017-12-31$145,492,042
Value of total assets at beginning of year2017-12-31$125,581,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$178,820
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,916,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,916,822
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,371,438
Participant contributions at beginning of year2017-12-31$260,355
Assets. Other investments not covered elsewhere at end of year2017-12-31$263,686
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$137,308
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,114,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$19,910,375
Value of net assets at end of year (total assets less liabilities)2017-12-31$145,492,042
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$125,581,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$131,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$129,185,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$110,672,560
Value of interest in common/collective trusts at end of year2017-12-31$12,596,106
Value of interest in common/collective trusts at beginning of year2017-12-31$11,159,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$173,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$120,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$120,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,335,721
Net investment gain or loss from common/collective trusts2017-12-31$227,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,000,000
Employer contributions (assets) at end of year2017-12-31$3,000,000
Employer contributions (assets) at beginning of year2017-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,958,080
Contract administrator fees2017-12-31$47,219
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$273,759
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$231,667
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HORNE LLP
Accountancy firm EIN2017-12-31201941244
2016 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$72,053
Total unrealized appreciation/depreciation of assets2016-12-31$72,053
Total income from all sources (including contributions)2016-12-31$14,606,458
Total of all expenses incurred2016-12-31$7,838,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,673,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,185,673
Value of total assets at end of year2016-12-31$125,581,667
Value of total assets at beginning of year2016-12-31$118,813,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$164,287
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,036,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,036,016
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,881,902
Participant contributions at end of year2016-12-31$260,355
Participant contributions at beginning of year2016-12-31$235,654
Assets. Other investments not covered elsewhere at end of year2016-12-31$137,308
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$99,499
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$303,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,768,400
Value of net assets at end of year (total assets less liabilities)2016-12-31$125,581,667
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$118,813,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$110,672,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$104,724,959
Value of interest in common/collective trusts at end of year2016-12-31$11,159,195
Value of interest in common/collective trusts at beginning of year2016-12-31$10,376,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$120,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$206,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$206,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,192,151
Net investment gain or loss from common/collective trusts2016-12-31$120,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,000,000
Employer contributions (assets) at end of year2016-12-31$3,000,000
Employer contributions (assets) at beginning of year2016-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,673,771
Contract administrator fees2016-12-31$164,287
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$231,667
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$169,831
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HORNE LLP
Accountancy firm EIN2016-12-31201941244
2015 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-109,525
Total unrealized appreciation/depreciation of assets2015-12-31$-109,525
Total income from all sources (including contributions)2015-12-31$4,912,678
Total of all expenses incurred2015-12-31$6,510,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,391,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,227,651
Value of total assets at end of year2015-12-31$118,813,267
Value of total assets at beginning of year2015-12-31$120,411,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$118,872
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,175,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,175,267
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,227,651
Participant contributions at end of year2015-12-31$235,654
Participant contributions at beginning of year2015-12-31$201,484
Assets. Other investments not covered elsewhere at end of year2015-12-31$99,499
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$75,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,597,901
Value of net assets at end of year (total assets less liabilities)2015-12-31$118,813,267
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$120,411,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$104,724,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$106,260,279
Value of interest in common/collective trusts at end of year2015-12-31$10,376,833
Value of interest in common/collective trusts at beginning of year2015-12-31$10,290,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$206,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$300,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$300,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,473,000
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$92,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,000,000
Employer contributions (assets) at end of year2015-12-31$3,000,000
Employer contributions (assets) at beginning of year2015-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,391,707
Contract administrator fees2015-12-31$118,872
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$169,831
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$281,778
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HORNE LLP
Accountancy firm EIN2015-12-31201941244
2014 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-11,262
Total unrealized appreciation/depreciation of assets2014-12-31$-11,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,950,436
Total of all expenses incurred2014-12-31$6,732,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,630,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,911,177
Value of total assets at end of year2014-12-31$120,411,168
Value of total assets at beginning of year2014-12-31$114,193,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$101,645
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,487,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,487,349
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,878,591
Participant contributions at end of year2014-12-31$201,484
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$75,988
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$28,078
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,586
Other income not declared elsewhere2014-12-31$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,218,129
Value of net assets at end of year (total assets less liabilities)2014-12-31$120,411,168
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$114,193,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$106,260,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$99,422,681
Value of interest in common/collective trusts at end of year2014-12-31$10,290,674
Value of interest in common/collective trusts at beginning of year2014-12-31$11,407,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$300,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$130,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$130,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,479,860
Net investment gain or loss from common/collective trusts2014-12-31$83,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,000,000
Employer contributions (assets) at end of year2014-12-31$3,000,000
Employer contributions (assets) at beginning of year2014-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,630,662
Contract administrator fees2014-12-31$101,645
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$281,778
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$203,595
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HORNE LLP
Accountancy firm EIN2014-12-31201941244
2013 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$22,535
Total unrealized appreciation/depreciation of assets2013-12-31$22,535
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$22,701,458
Total of all expenses incurred2013-12-31$5,279,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,170,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,972,059
Value of total assets at end of year2013-12-31$114,193,039
Value of total assets at beginning of year2013-12-31$96,771,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$109,480
Total interest from all sources2013-12-31$50,811
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,128,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,128,414
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,870,015
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$193,871
Assets. Other investments not covered elsewhere at end of year2013-12-31$28,078
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$102,044
Other income not declared elsewhere2013-12-31$72,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$17,421,671
Value of net assets at end of year (total assets less liabilities)2013-12-31$114,193,039
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$96,771,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$99,422,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$80,270,558
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$48,699
Value of interest in common/collective trusts at end of year2013-12-31$11,407,724
Value of interest in common/collective trusts at beginning of year2013-12-31$12,957,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$130,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$195,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$195,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$50,811
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,411,097
Net investment gain or loss from common/collective trusts2013-12-31$43,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,000,000
Employer contributions (assets) at end of year2013-12-31$3,000,000
Employer contributions (assets) at beginning of year2013-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,170,307
Contract administrator fees2013-12-31$109,480
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$203,595
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$105,513
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HORNE LLP
Accountancy firm EIN2013-12-31201941244
2012 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,784
Total unrealized appreciation/depreciation of assets2012-12-31$4,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$15,354,867
Total of all expenses incurred2012-12-31$5,958,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,762,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,817,233
Value of total assets at end of year2012-12-31$96,771,368
Value of total assets at beginning of year2012-12-31$87,375,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$196,385
Total interest from all sources2012-12-31$104,620
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,648,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,648,218
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,807,001
Participant contributions at end of year2012-12-31$193,871
Participant contributions at beginning of year2012-12-31$168,595
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,396,128
Value of net assets at end of year (total assets less liabilities)2012-12-31$96,771,368
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$87,375,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$80,270,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$71,585,276
Interest earned on other investments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$48,699
Value of interest in common/collective trusts at end of year2012-12-31$12,957,217
Value of interest in common/collective trusts at beginning of year2012-12-31$12,621,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$195,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$104,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,780,012
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,000,000
Employer contributions (assets) at end of year2012-12-31$3,000,000
Employer contributions (assets) at beginning of year2012-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,762,354
Contract administrator fees2012-12-31$196,385
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$105,513
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HORNE LLP
Accountancy firm EIN2012-12-31201941244
2011 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,943,650
Total of all expenses incurred2011-12-31$7,887,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,741,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,741,241
Value of total assets at end of year2011-12-31$87,375,240
Value of total assets at beginning of year2011-12-31$90,319,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$146,459
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,077,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,077,187
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,739,162
Participant contributions at end of year2011-12-31$168,595
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,944,027
Value of net assets at end of year (total assets less liabilities)2011-12-31$87,375,240
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$90,319,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$71,585,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$71,782,213
Value of interest in common/collective trusts at end of year2011-12-31$12,621,369
Value of interest in common/collective trusts at beginning of year2011-12-31$15,537,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,957,021
Net investment gain or loss from common/collective trusts2011-12-31$82,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,000,000
Employer contributions (assets) at end of year2011-12-31$3,000,000
Employer contributions (assets) at beginning of year2011-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,741,218
Contract administrator fees2011-12-31$146,459
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HORNE LLP
Accountancy firm EIN2011-12-31201941244
2010 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,828,207
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,351,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,204,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,720,224
Value of total assets at end of year2010-12-31$90,319,267
Value of total assets at beginning of year2010-12-31$82,842,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$146,565
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,163,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,163,277
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,670,735
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$47,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,476,841
Value of net assets at end of year (total assets less liabilities)2010-12-31$90,319,267
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$82,842,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$146,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$71,782,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$62,472,629
Value of interest in common/collective trusts at end of year2010-12-31$15,537,054
Value of interest in common/collective trusts at beginning of year2010-12-31$17,369,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,082,306
Net investment gain or loss from common/collective trusts2010-12-31$-137,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,002,438
Employer contributions (assets) at end of year2010-12-31$3,000,000
Employer contributions (assets) at beginning of year2010-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,204,801
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HORNE LLP
Accountancy firm EIN2010-12-31201941244
2009 : THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN

2023: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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