401k Plan data: JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST plan

JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST
Plan identification number	001

JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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, HALL AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: JACKSON, HALL AND ASSOCIATES

Employer identification number (EIN): 474157942

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST

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
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2015-01-01

Plan Statistics for JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017: JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
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 4
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
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 3
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
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 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2

Measure	Date	Value
2017: JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
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	4
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
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	3
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
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	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2

Financial Data on JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2017 : JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$313,737
Expenses. Total of all expenses incurred	2017-12-31	$8,682
Total plan assets at end of year	2017-12-31	$1,606,113
Total plan assets at beginning of year	2017-12-31	$1,301,058
Value of fidelity bond covering the plan	2017-12-31	$70,000
Total contributions received or receivable from participants	2017-12-31	$62,785
Other income received	2017-12-31	$137,028
Net income (gross income less expenses)	2017-12-31	$305,055
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,606,113
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,301,058
Assets. Value of participant loans	2017-12-31	$13,557
Total contributions received or receivable from employer(s)	2017-12-31	$113,924
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,682
2016 : JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$235,329
Expenses. Total of all expenses incurred	2016-12-31	$9,624
Total plan assets at end of year	2016-12-31	$1,300,717
Total plan assets at beginning of year	2016-12-31	$1,075,012
Value of fidelity bond covering the plan	2016-12-31	$70,000
Total contributions received or receivable from participants	2016-12-31	$70,240
Other income received	2016-12-31	$63,262
Net income (gross income less expenses)	2016-12-31	$225,705
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,300,717
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,075,012
Assets. Value of participant loans	2016-12-31	$9,231
Total contributions received or receivable from employer(s)	2016-12-31	$101,827
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,624
2015 : JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$23,851
Expenses. Total of all expenses incurred	2015-12-31	$164,401
Benefits paid (including direct rollovers)	2015-12-31	$150,090
Total plan assets at end of year	2015-12-31	$1,028,134
Total plan assets at beginning of year	2015-12-31	$1,168,684
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$47,080
Other income received	2015-12-31	$-86,586
Net income (gross income less expenses)	2015-12-31	$-140,550
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,028,134
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,168,684
Assets. Value of participant loans	2015-12-31	$9,370
Total contributions received or receivable from employer(s)	2015-12-31	$63,357
Value of certain deemed distributions of participant loans	2015-12-31	$3,100
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST

2017: JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 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, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 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, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST 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

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Company Name:	JACKSON, HALL AND ASSOCIATES
Employer identification number (EIN):	474157942
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

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
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2015-01-01