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THE JACKSON FOUNDATION EMPLOYEE'S RETIREMENT PLAN 401k Plan overview

Plan NameTHE JACKSON FOUNDATION EMPLOYEE'S RETIREMENT PLAN
Plan identification number 001

THE JACKSON FOUNDATION EMPLOYEE'S RETIREMENT PLAN 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

THE JACKSON FOUNDATION INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:THE JACKSON FOUNDATION INCORPORATED
Employer identification number (EIN):620788376
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JACKSON FOUNDATION EMPLOYEE'S RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIM YOUNG2024-07-18
0012022-01-01KIM YOUNG2023-09-29
0012021-01-01KIM YOUNG2022-10-11
0012020-01-01REGINA CATHEY2021-06-30
0012019-01-01REGINA CATHEY2020-06-11
0012018-01-01REGINA CATHEY2019-05-13
0012017-01-01REGINA CATHEY2018-04-24
0012016-01-01REGINA CATHEY2017-05-30
0012015-01-01REGINA CATHEY2016-08-10
0012014-01-01REGINA CATHEY2015-06-22
0012013-01-01REGINA CATHEY2014-07-02
0012012-01-01REGINA CATHEY2013-09-10
0012011-01-01REGINA CATHEY2012-07-03
0012010-01-01ROBERT SPENCER2011-07-11

Financial Data on THE JACKSON FOUNDATION EMPLOYEE'S RETIREMENT PLAN

Measure Date Value
2025 : THE JACKSON FOUNDATION EMPLOYEE'S RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-280
Total liabilities as of the end of the plan year2025-02-280
Total liabilities as of the beginning of the plan year2025-02-280
Total expenses incurred by plan in this plan year2025-02-281399309
Net assets as of the end of the plan year2025-02-281590672
Total assets as of the beginning of the plan year2025-02-282885410
Value of plan covered by a fidelity bond2025-02-28300000
Participant contributions to plan in this plan year2025-02-2832280
Other contributions to plan in this plan year2025-02-280
Other income to plan in this plan year2025-02-2856151
Plan net income in this plan year2025-02-28-1294738
Net assets as of the end of the plan year2025-02-281590672
Net assets as of the beginning of the plan year2025-02-282885410
Employer contributions to plan in this plan year2025-02-2816140
Fees paid to broker by Benefit Provider2025-02-286003
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-2810903
2024 : THE JACKSON FOUNDATION EMPLOYEE'S RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-18163719
Net assets as of the end of the plan year2024-07-182885410
Total assets as of the beginning of the plan year2024-07-182788983
Value of plan covered by a fidelity bond2024-07-18300000
Participant contributions to plan in this plan year2024-07-1820960
Other income to plan in this plan year2024-07-18197472
Plan net income in this plan year2024-07-1896427
Net assets as of the end of the plan year2024-07-182885410
Net assets as of the beginning of the plan year2024-07-182788983
Employer contributions to plan in this plan year2024-07-1841714
Fees paid to broker by Benefit Provider2024-07-184575
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1814162
2022 : THE JACKSON FOUNDATION EMPLOYEE'S RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1127681
Net assets as of the end of the plan year2022-10-113240330
Total assets as of the beginning of the plan year2022-10-112954801
Value of plan covered by a fidelity bond2022-10-11300000
Participant contributions to plan in this plan year2022-10-1123157
Other expenses paid from plan in this plan year2022-10-1118025
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11278477
Plan net income in this plan year2022-10-11285529
Net assets as of the end of the plan year2022-10-113240330
Net assets as of the beginning of the plan year2022-10-112954801
Employer contributions to plan in this plan year2022-10-1111576

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