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BRANDON JACKSON PT PROFESSIONA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameBRANDON JACKSON PT PROFESSIONA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

BRANDON JACKSON PT PROFESSIONA 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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.
  • 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

BRANDON JACKSON PT PROFESSIONA has sponsored the creation of one or more 401k plans.

Company Name:BRANDON JACKSON PT PROFESSIONA
Employer identification number (EIN):010676323
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRANDON JACKSON PT PROFESSIONA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-25
0012022-01-01EDWARD ROJAS2023-04-18
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01BRANDON JACKSON2017-07-24
0012015-01-01BRANDON JACKSON2016-07-28
0012014-01-01BRANDON JACKSON2015-07-01
0012013-01-01BRANDON JACKSON2014-10-14
0012012-01-01BRANDON JACKSON2013-08-05
0012011-01-01BRANDON JACKSON2012-10-01

Financial Data on BRANDON JACKSON PT PROFESSIONA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : BRANDON JACKSON PT PROFESSIONA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-250
Total liabilities as of the end of the plan year2025-06-250
Total liabilities as of the beginning of the plan year2025-06-250
Total expenses incurred by plan in this plan year2025-06-254417
Net assets as of the end of the plan year2025-06-25233839
Total assets as of the beginning of the plan year2025-06-25211222
Value of plan covered by a fidelity bond2025-06-2521122
Participant contributions to plan in this plan year2025-06-2513424
Other expenses paid from plan in this plan year2025-06-250
Other contributions to plan in this plan year2025-06-250
Other income to plan in this plan year2025-06-2513610
Plan net income in this plan year2025-06-2522617
Net assets as of the end of the plan year2025-06-25233839
Net assets as of the beginning of the plan year2025-06-25211222
Employer contributions to plan in this plan year2025-06-250
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-254417
2024 : BRANDON JACKSON PT PROFESSIONA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-255629
Net assets as of the end of the plan year2024-07-25211222
Total assets as of the beginning of the plan year2024-07-25190513
Value of plan covered by a fidelity bond2024-07-2520000
Participant contributions to plan in this plan year2024-07-2512462
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2513876
Plan net income in this plan year2024-07-2520709
Net assets as of the end of the plan year2024-07-25211222
Net assets as of the beginning of the plan year2024-07-25190513
Employer contributions to plan in this plan year2024-07-250
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-253448
2022 : BRANDON JACKSON PT PROFESSIONA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-031714
Net assets as of the end of the plan year2022-06-03223108
Total assets as of the beginning of the plan year2022-06-03168557
Value of plan covered by a fidelity bond2022-06-0316900
Participant contributions to plan in this plan year2022-06-0329510
Other income to plan in this plan year2022-06-0325545
Plan net income in this plan year2022-06-0354551
Net assets as of the end of the plan year2022-06-03223108
Net assets as of the beginning of the plan year2022-06-03168557
Employer contributions to plan in this plan year2022-06-031210
Fees paid to broker by Benefit Provider2022-06-031149
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-031714

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