401k Plan data: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA plan

JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 401k Plan overview

Plan Name	JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA
Plan identification number	001

JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

JACKSON FAMILY PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: JACKSON FAMILY PARTNERS, LLC

Employer identification number (EIN): 753258325

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Additional information about JACKSON FAMILY PARTNERS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2007-09-25

Company Identification Number: L07000097868

Legal Registered Office Address: 639 E Ocean Ave.

Boynton Beach

33435

More information about JACKSON FAMILY PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SAMUEL SLATER SAMUEL SLATER 2019-04-09
001 2017-01-01 SAMUEL SLATER SAMUEL SLATER 2018-06-05
001 2016-01-01 SAMUEL SLATER SAMUEL SLATER 2017-06-16
001 2015-01-01 SAMUEL SLATER
001 2014-01-01 SAMUEL SLATER
001 2013-01-01 SAMUEL SLATER
001 2012-01-01 SAMUEL SLATER
001 2011-01-01 SAMUEL SLATER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	SAMUEL SLATER	SAMUEL SLATER	2019-04-09
001	2017-01-01	SAMUEL SLATER	SAMUEL SLATER	2018-06-05
001	2016-01-01	SAMUEL SLATER	SAMUEL SLATER	2017-06-16
001	2015-01-01	SAMUEL SLATER
001	2014-01-01	SAMUEL SLATER
001	2013-01-01	SAMUEL SLATER
001	2012-01-01	SAMUEL SLATER
001	2011-01-01	SAMUEL SLATER

Plan Statistics for JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA

401k plan membership statisitcs for JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA

Measure Date Value
2023: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2023 401k membership
Total participants, beginning-of-year 2023-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 20
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 21
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2022 401k membership
Total participants, beginning-of-year 2022-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 19
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 20
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2021 401k membership
Total participants, beginning-of-year 2021-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 16
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 17
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 16
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2023 401k membership
Total participants, beginning-of-year	2023-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	20
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	21
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2022 401k membership
Total participants, beginning-of-year	2022-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	19
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	20
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2021 401k membership
Total participants, beginning-of-year	2021-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	16
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	17
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	16
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA

Measure	Date	Value
2023 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$1,213
Total income from all sources	2023-12-31	$110,738
Expenses. Total of all expenses incurred	2023-12-31	$1,283
Benefits paid (including direct rollovers)	2023-12-31	$1,213
Total plan assets at end of year	2023-12-31	$438,826
Total plan assets at beginning of year	2023-12-31	$328,158
Value of fidelity bond covering the plan	2023-12-31	$50,000
Total contributions received or receivable from participants	2023-12-31	$33,810
Other income received	2023-12-31	$46,430
Net income (gross income less expenses)	2023-12-31	$109,455
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$437,613
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$328,158
Total contributions received or receivable from employer(s)	2023-12-31	$30,498
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$70
2022 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2022 401k financial data
Total income from all sources	2022-12-31	$2,604
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$328,158
Total plan assets at beginning of year	2022-12-31	$325,554
Value of fidelity bond covering the plan	2022-12-31	$50,000
Total contributions received or receivable from participants	2022-12-31	$29,292
Other income received	2022-12-31	$-52,871
Net income (gross income less expenses)	2022-12-31	$2,604
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$328,158
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$325,554
Total contributions received or receivable from employer(s)	2022-12-31	$26,183
2021 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2021 401k financial data
Total income from all sources	2021-12-31	$75,599
Expenses. Total of all expenses incurred	2021-12-31	$18,034
Benefits paid (including direct rollovers)	2021-12-31	$17,894
Total plan assets at end of year	2021-12-31	$325,554
Total plan assets at beginning of year	2021-12-31	$267,989
Value of fidelity bond covering the plan	2021-12-31	$50,000
Total contributions received or receivable from participants	2021-12-31	$20,962
Contributions received from other sources (not participants or employers)	2021-12-31	$3,922
Other income received	2021-12-31	$32,238
Net income (gross income less expenses)	2021-12-31	$57,565
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$325,554
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$267,989
Total contributions received or receivable from employer(s)	2021-12-31	$18,477
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$140
2020 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2020 401k financial data
Total income from all sources	2020-12-31	$62,671
Expenses. Total of all expenses incurred	2020-12-31	$7,527
Benefits paid (including direct rollovers)	2020-12-31	$7,352
Total plan assets at end of year	2020-12-31	$267,989
Total plan assets at beginning of year	2020-12-31	$212,845
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$14,930
Other income received	2020-12-31	$35,450
Net income (gross income less expenses)	2020-12-31	$55,144
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$267,989
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$212,845
Total contributions received or receivable from employer(s)	2020-12-31	$12,291
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$175
2019 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2019 401k financial data
Total income from all sources	2019-12-31	$62,441
Expenses. Total of all expenses incurred	2019-12-31	$5,048
Benefits paid (including direct rollovers)	2019-12-31	$4,908
Total plan assets at end of year	2019-12-31	$212,845
Total plan assets at beginning of year	2019-12-31	$155,452
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$14,326
Other income received	2019-12-31	$36,396
Net income (gross income less expenses)	2019-12-31	$57,393
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$212,845
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$155,452
Total contributions received or receivable from employer(s)	2019-12-31	$11,719
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$140
2018 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2018 401k financial data
Total income from all sources	2018-12-31	$18,931
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$155,452
Total plan assets at beginning of year	2018-12-31	$136,521
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$15,083
Other income received	2018-12-31	$-8,076
Net income (gross income less expenses)	2018-12-31	$18,931
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$155,452
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$136,521
Total contributions received or receivable from employer(s)	2018-12-31	$11,924
2017 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2017 401k financial data
Total income from all sources	2017-12-31	$40,980
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$136,521
Total plan assets at beginning of year	2017-12-31	$95,541
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$13,314
Other income received	2017-12-31	$17,118
Net income (gross income less expenses)	2017-12-31	$40,980
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$136,521
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$95,541
Total contributions received or receivable from employer(s)	2017-12-31	$10,548
2016 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2016 401k financial data
Total income from all sources	2016-12-31	$44,478
Expenses. Total of all expenses incurred	2016-12-31	$134,558
Benefits paid (including direct rollovers)	2016-12-31	$134,313
Total plan assets at end of year	2016-12-31	$95,541
Total plan assets at beginning of year	2016-12-31	$185,621
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$26,770
Other income received	2016-12-31	$4,972
Net income (gross income less expenses)	2016-12-31	$-90,080
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$95,541
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$185,621
Total contributions received or receivable from employer(s)	2016-12-31	$12,736
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$245
2015 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2015 401k financial data
Total income from all sources	2015-12-31	$51,372
Expenses. Total of all expenses incurred	2015-12-31	$2,430
Benefits paid (including direct rollovers)	2015-12-31	$2,360
Total plan assets at end of year	2015-12-31	$185,621
Total plan assets at beginning of year	2015-12-31	$136,679
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$37,692
Other income received	2015-12-31	$-242
Net income (gross income less expenses)	2015-12-31	$48,942
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$185,621
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$136,679
Total contributions received or receivable from employer(s)	2015-12-31	$13,922
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$70
2014 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2014 401k financial data
Total income from all sources	2014-12-31	$51,924
Expenses. Total of all expenses incurred	2014-12-31	$598
Benefits paid (including direct rollovers)	2014-12-31	$528
Total plan assets at end of year	2014-12-31	$136,679
Total plan assets at beginning of year	2014-12-31	$85,353
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$33,977
Other income received	2014-12-31	$4,267
Net income (gross income less expenses)	2014-12-31	$51,326
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$136,679
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$85,353
Total contributions received or receivable from employer(s)	2014-12-31	$13,680
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$70
2013 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2013 401k financial data
Total income from all sources	2013-12-31	$54,241
Expenses. Total of all expenses incurred	2013-12-31	$6,373
Benefits paid (including direct rollovers)	2013-12-31	$6,373
Total plan assets at end of year	2013-12-31	$85,353
Total plan assets at beginning of year	2013-12-31	$37,485
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$29,195
Other income received	2013-12-31	$13,299
Net income (gross income less expenses)	2013-12-31	$47,868
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$85,353
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$37,485
Total contributions received or receivable from employer(s)	2013-12-31	$11,747
2012 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2012 401k financial data
Total income from all sources	2012-12-31	$33,085
Expenses. Total of all expenses incurred	2012-12-31	$2,041
Benefits paid (including direct rollovers)	2012-12-31	$2,041
Total plan assets at end of year	2012-12-31	$37,485
Total plan assets at beginning of year	2012-12-31	$6,441
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$24,121
Other income received	2012-12-31	$1,590
Net income (gross income less expenses)	2012-12-31	$31,044
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$37,485
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,441
Total contributions received or receivable from employer(s)	2012-12-31	$7,374
2011 : JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2011 401k financial data
Total income from all sources	2011-12-31	$6,441
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$6,441
Total plan assets at beginning of year	2011-12-31	$0
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$4,368
Other income received	2011-12-31	$31
Net income (gross income less expenses)	2011-12-31	$6,441
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,441
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$2,042

Form 5500 Responses for JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA

2023: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JACKSON FAMILY PARTNERS, LLC 401(K) RETIREMENT PLA 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JACKSON FAMILY PARTNERS, LLC
Employer identification number (EIN):	753258325
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2007-09-25
Company Identification Number:	L07000097868
Legal Registered Office Address:	639 E Ocean Ave. Boynton Beach 33435