BILLIE L. JACKSON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BILLIE L. JACKSON, MD, LLC PROFIT SHARING PLAN &
| Measure | Date | Value |
|---|
| 2025 : BILLIE L. JACKSON, MD, LLC PROFIT SHARING PLAN & 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 101919 |
| Net assets as of the end of the plan year | 2025-10-13 | 2936591 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 2740105 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 275000 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 32676 |
| Other income to plan in this plan year | 2025-10-13 | 298405 |
| Plan net income in this plan year | 2025-10-13 | 196486 |
| Net assets as of the end of the plan year | 2025-10-13 | 2936591 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 2740105 |
| 2024 : BILLIE L. JACKSON, MD, LLC PROFIT SHARING PLAN & 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-26 | 32539 |
| Net assets as of the end of the plan year | 2024-07-26 | 2740105 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 2402285 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 241000 |
| Other expenses paid from plan in this plan year | 2024-07-26 | 32539 |
| Other income to plan in this plan year | 2024-07-26 | 353203 |
| Plan net income in this plan year | 2024-07-26 | 337820 |
| Net assets as of the end of the plan year | 2024-07-26 | 2740105 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 2402285 |
| Employer contributions to plan in this plan year | 2024-07-26 | 17156 |
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