JACKSON HEALTH FOUNDATION, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON HEALTH FOUNDATION 401(K) PLAN
Measure | Date | Value |
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2019: JACKSON HEALTH FOUNDATION 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 14 |
Total of all active and inactive participants | 2019-01-01 | 32 |
Total participants | 2019-01-01 | 32 |
Number of participants with account balances | 2019-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: JACKSON HEALTH FOUNDATION 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 32 |
Total participants | 2018-01-01 | 32 |
Number of participants with account balances | 2018-01-01 | 29 |
2017: JACKSON HEALTH FOUNDATION 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 27 |
Total participants | 2017-01-01 | 27 |
Number of participants with account balances | 2017-01-01 | 27 |
2016: JACKSON HEALTH FOUNDATION 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 25 |
Total participants | 2016-01-01 | 25 |
Number of participants with account balances | 2016-01-01 | 22 |
2015: JACKSON HEALTH FOUNDATION 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 19 |
Total participants | 2015-01-01 | 19 |
Number of participants with account balances | 2015-01-01 | 12 |
2014: JACKSON HEALTH FOUNDATION 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 15 |
Total participants | 2014-01-01 | 15 |
Number of participants with account balances | 2014-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: JACKSON HEALTH FOUNDATION 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
Total of all active and inactive participants | 2013-01-01 | 20 |
Total participants | 2013-01-01 | 20 |
Number of participants with account balances | 2013-01-01 | 20 |
2012: JACKSON HEALTH FOUNDATION 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 22 |
Total participants | 2012-01-01 | 22 |
Number of participants with account balances | 2012-01-01 | 22 |
2011: JACKSON HEALTH FOUNDATION 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 25 |
Total participants | 2011-01-01 | 25 |
Number of participants with account balances | 2011-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2009: JACKSON HEALTH FOUNDATION 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 30 |
Total participants | 2009-01-01 | 30 |
Number of participants with account balances | 2009-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
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2019 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $216,379 |
Expenses. Total of all expenses incurred | 2019-12-31 | $30,525 |
Benefits paid (including direct rollovers) | 2019-12-31 | $30,525 |
Total plan assets at end of year | 2019-12-31 | $667,551 |
Total plan assets at beginning of year | 2019-12-31 | $481,697 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $65,893 |
Other income received | 2019-12-31 | $99,254 |
Net income (gross income less expenses) | 2019-12-31 | $185,854 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $667,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $481,697 |
Assets. Value of participant loans | 2019-12-31 | $37,945 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $51,232 |
2018 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $64,021 |
Expenses. Total of all expenses incurred | 2018-12-31 | $331,399 |
Benefits paid (including direct rollovers) | 2018-12-31 | $331,399 |
Total plan assets at end of year | 2018-12-31 | $481,697 |
Total plan assets at beginning of year | 2018-12-31 | $749,075 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $50,368 |
Other income received | 2018-12-31 | $-28,714 |
Net income (gross income less expenses) | 2018-12-31 | $-267,378 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $481,697 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $749,075 |
Assets. Value of participant loans | 2018-12-31 | $24,713 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $42,367 |
2017 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $180,581 |
Expenses. Total of all expenses incurred | 2017-12-31 | $54,458 |
Benefits paid (including direct rollovers) | 2017-12-31 | $54,458 |
Total plan assets at end of year | 2017-12-31 | $749,075 |
Total plan assets at beginning of year | 2017-12-31 | $622,952 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $51,678 |
Other income received | 2017-12-31 | $88,654 |
Net income (gross income less expenses) | 2017-12-31 | $126,123 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $749,075 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $622,952 |
Assets. Value of participant loans | 2017-12-31 | $10,930 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $40,249 |
2016 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $133,877 |
Expenses. Total of all expenses incurred | 2016-12-31 | $64,891 |
Benefits paid (including direct rollovers) | 2016-12-31 | $64,891 |
Total plan assets at end of year | 2016-12-31 | $622,952 |
Total plan assets at beginning of year | 2016-12-31 | $553,966 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $48,624 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $1,782 |
Other income received | 2016-12-31 | $47,461 |
Net income (gross income less expenses) | 2016-12-31 | $68,986 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $622,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $553,966 |
Assets. Value of participant loans | 2016-12-31 | $27,611 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $36,010 |
2015 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $87,676 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,216,961 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,216,961 |
Total plan assets at end of year | 2015-12-31 | $553,966 |
Total plan assets at beginning of year | 2015-12-31 | $1,683,251 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $26,931 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $14,740 |
Other income received | 2015-12-31 | $28,784 |
Net income (gross income less expenses) | 2015-12-31 | $-1,129,285 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $553,966 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,683,251 |
Assets. Value of participant loans | 2015-12-31 | $43,237 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $17,221 |
2014 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $228,323 |
Expenses. Total of all expenses incurred | 2014-12-31 | $57,024 |
Benefits paid (including direct rollovers) | 2014-12-31 | $57,024 |
Total plan assets at end of year | 2014-12-31 | $1,683,251 |
Total plan assets at beginning of year | 2014-12-31 | $1,511,952 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $91,330 |
Other income received | 2014-12-31 | $100,065 |
Net income (gross income less expenses) | 2014-12-31 | $171,299 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,683,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,511,952 |
Assets. Value of participant loans | 2014-12-31 | $34,963 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $36,928 |
2013 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $260,896 |
Expenses. Total of all expenses incurred | 2013-12-31 | $49,735 |
Benefits paid (including direct rollovers) | 2013-12-31 | $49,735 |
Total plan assets at end of year | 2013-12-31 | $1,511,952 |
Total plan assets at beginning of year | 2013-12-31 | $1,300,791 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $66,540 |
Other income received | 2013-12-31 | $140,741 |
Net income (gross income less expenses) | 2013-12-31 | $211,161 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,511,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,300,791 |
Assets. Value of participant loans | 2013-12-31 | $35,050 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $53,615 |
2012 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $260,447 |
Expenses. Total of all expenses incurred | 2012-12-31 | $414,312 |
Benefits paid (including direct rollovers) | 2012-12-31 | $414,312 |
Total plan assets at end of year | 2012-12-31 | $1,300,791 |
Total plan assets at beginning of year | 2012-12-31 | $1,454,656 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $76,029 |
Other income received | 2012-12-31 | $122,800 |
Net income (gross income less expenses) | 2012-12-31 | $-153,865 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,300,791 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,454,656 |
Assets. Value of participant loans | 2012-12-31 | $25,149 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $61,618 |
2011 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $205,343 |
Expenses. Total of all expenses incurred | 2011-12-31 | $46,757 |
Benefits paid (including direct rollovers) | 2011-12-31 | $46,757 |
Total plan assets at end of year | 2011-12-31 | $1,454,656 |
Total plan assets at beginning of year | 2011-12-31 | $1,296,070 |
Total contributions received or receivable from participants | 2011-12-31 | $72,281 |
Other income received | 2011-12-31 | $69,075 |
Net income (gross income less expenses) | 2011-12-31 | $158,586 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,454,656 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,296,070 |
Assets. Value of participant loans | 2011-12-31 | $81,442 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $63,987 |
2010 : JACKSON HEALTH FOUNDATION 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $262,435 |
Expenses. Total of all expenses incurred | 2010-12-31 | $173,036 |
Benefits paid (including direct rollovers) | 2010-12-31 | $173,036 |
Total plan assets at end of year | 2010-12-31 | $1,296,070 |
Total plan assets at beginning of year | 2010-12-31 | $1,206,671 |
Total contributions received or receivable from participants | 2010-12-31 | $68,134 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $12,257 |
Other income received | 2010-12-31 | $97,004 |
Net income (gross income less expenses) | 2010-12-31 | $89,399 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,296,070 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,206,671 |
Assets. Value of participant loans | 2010-12-31 | $53,654 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $85,040 |
2019: JACKSON HEALTH FOUNDATION 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JACKSON HEALTH FOUNDATION 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JACKSON HEALTH FOUNDATION 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JACKSON HEALTH FOUNDATION 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JACKSON HEALTH FOUNDATION 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JACKSON HEALTH FOUNDATION 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JACKSON HEALTH FOUNDATION 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JACKSON HEALTH FOUNDATION 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JACKSON HEALTH FOUNDATION 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JACKSON HEALTH FOUNDATION 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |