401k Plan data: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN plan

JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN
Plan identification number	001

JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JACKSON HEALTHCARE FOR WOMEN, P.A. has sponsored the creation of one or more 401k plans.

Company Name: JACKSON HEALTHCARE FOR WOMEN, P.A.

Employer identification number (EIN): 640503682

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JANICE KEYES 2023-09-21
001 2021-01-01 JANICE KEYES 2022-10-13
001 2020-01-01 JANICE KEYES 2021-10-11
001 2019-01-01 JANICE KEYES 2020-10-14
001 2018-01-01 JANICE KEYES 2018-10-10
001 2018-01-01 JANICE KEYES 2019-10-10
001 2017-01-01
001 2016-01-01 JANICE KEYES
001 2015-01-01 JANICE KEYES
001 2014-01-01 JANICE KEYES
001 2013-01-01 JANICE KEYES
001 2012-01-01 JANICE KEYES
001 2011-01-01 JANICE KEYES
001 2010-01-01 JANICE KEYES
001 2009-01-01 JANICE KEYES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JANICE KEYES	2023-09-21
001	2021-01-01	JANICE KEYES	2022-10-13
001	2020-01-01	JANICE KEYES	2021-10-11
001	2019-01-01	JANICE KEYES	2020-10-14
001	2018-01-01	JANICE KEYES	2018-10-10
001	2018-01-01	JANICE KEYES	2019-10-10
001	2017-01-01
001	2016-01-01	JANICE KEYES
001	2015-01-01	JANICE KEYES
001	2014-01-01	JANICE KEYES
001	2013-01-01	JANICE KEYES
001	2012-01-01	JANICE KEYES
001	2011-01-01	JANICE KEYES
001	2010-01-01	JANICE KEYES
001	2009-01-01	JANICE KEYES

Plan Statistics for JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN

Measure Date Value
2022: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 75
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 126
Number of participants with account balances 2022-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 71
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 46
Total of all active and inactive participants 2021-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 122
Number of participants with account balances 2021-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 70
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 41
Total of all active and inactive participants 2020-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 118
Number of participants with account balances 2020-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 73
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 102
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 75
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 113
Number of participants with account balances 2018-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 71
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 40
Total of all active and inactive participants 2017-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 111
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 72
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 101
Number of participants with account balances 2016-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 72
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 25
Total of all active and inactive participants 2015-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 99
Number of participants with account balances 2015-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 79
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 102
Number of participants with account balances 2014-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 77
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 103
Number of participants with account balances 2013-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 66
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 30
Total of all active and inactive participants 2012-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 97
Number of participants with account balances 2012-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 70
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 28
Total of all active and inactive participants 2011-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 98
Number of participants with account balances 2011-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2010: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 70
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 92
Number of participants with account balances 2010-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 67
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 34
Total of all active and inactive participants 2009-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 101
Number of participants with account balances 2009-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2022: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	75
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	126
Number of participants with account balances	2022-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	71
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	46
Total of all active and inactive participants	2021-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	122
Number of participants with account balances	2021-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	70
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	41
Total of all active and inactive participants	2020-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	118
Number of participants with account balances	2020-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	73
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	102
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	75
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	113
Number of participants with account balances	2018-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	71
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	40
Total of all active and inactive participants	2017-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	111
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	72
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	101
Number of participants with account balances	2016-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	72
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	25
Total of all active and inactive participants	2015-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	99
Number of participants with account balances	2015-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	79
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	102
Number of participants with account balances	2014-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	77
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	103
Number of participants with account balances	2013-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	66
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	30
Total of all active and inactive participants	2012-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	97
Number of participants with account balances	2012-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	70
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	28
Total of all active and inactive participants	2011-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	98
Number of participants with account balances	2011-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2010: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	70
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	92
Number of participants with account balances	2010-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	67
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	34
Total of all active and inactive participants	2009-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	101
Number of participants with account balances	2009-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN

Measure	Date	Value
2022 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-224,467
Total unrealized appreciation/depreciation of assets	2022-12-31	$-224,467
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,924,576
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,401,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,308,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,440,491
Value of total assets at end of year	2022-12-31	$38,530,101
Value of total assets at beginning of year	2022-12-31	$45,856,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$93,255
Total interest from all sources	2022-12-31	$75,153
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,186,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,186,092
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$436,013
Participant contributions at end of year	2022-12-31	$2,250
Participant contributions at beginning of year	2022-12-31	$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,326,565
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$38,530,101
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$45,856,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$93,255
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$29,805,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$34,035,631
Interest earned on other investments	2022-12-31	$75,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$70,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$889,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$889,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,198,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$9,504,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,401,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,004,478
Employer contributions (assets) at end of year	2022-12-31	$1,004,478
Employer contributions (assets) at beginning of year	2022-12-31	$699,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,308,734
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$449,855
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$721,439
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TANN, BROWN & RUSS CO., PLLC
Accountancy firm EIN	2022-12-31	205630688
2021 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$76,408
Total unrealized appreciation/depreciation of assets	2021-12-31	$76,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,587,911
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,635,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,544,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,385,944
Value of total assets at end of year	2021-12-31	$45,856,666
Value of total assets at beginning of year	2021-12-31	$40,904,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$90,561
Total interest from all sources	2021-12-31	$87,398
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,918,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,912,077
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$408,780
Participant contributions at end of year	2021-12-31	$6,000
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$38,011
Other income not declared elsewhere	2021-12-31	$2,072
Administrative expenses (other) incurred	2021-12-31	$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,952,530
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$45,856,666
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$40,904,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$90,545
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$34,035,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$29,133,439
Interest earned on other investments	2021-12-31	$87,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$889,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$548,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$548,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$9,504,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$9,795,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,117,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$939,153
Employer contributions (assets) at end of year	2021-12-31	$699,153
Employer contributions (assets) at beginning of year	2021-12-31	$678,480
Income. Dividends from common stock	2021-12-31	$6,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,544,820
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$721,439
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$747,915
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TANN, BROWN & RUSS CO., PLLC
Accountancy firm EIN	2021-12-31	205630688
2020 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$7
Total income from all sources	2020-12-31	$6,520,625
Expenses. Total of all expenses incurred	2020-12-31	$844,817
Benefits paid (including direct rollovers)	2020-12-31	$770,058
Total plan assets at end of year	2020-12-31	$40,904,136
Total plan assets at beginning of year	2020-12-31	$35,228,335
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$380,353
Other income received	2020-12-31	$5,224,292
Net income (gross income less expenses)	2020-12-31	$5,675,808
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$40,904,136
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$35,228,328
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$915,980
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$74,759
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$7
Total plan liabilities at beginning of year	2019-12-31	$7
Total income from all sources	2019-12-31	$7,853,110
Expenses. Total of all expenses incurred	2019-12-31	$11,643,192
Benefits paid (including direct rollovers)	2019-12-31	$11,567,623
Total plan assets at end of year	2019-12-31	$35,228,335
Total plan assets at beginning of year	2019-12-31	$39,018,417
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$399,806
Other income received	2019-12-31	$6,492,366
Net income (gross income less expenses)	2019-12-31	$-3,790,082
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$35,228,328
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$39,018,410
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2019-12-31	$67,500
Total contributions received or receivable from employer(s)	2019-12-31	$960,938
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$75,569
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$7
Total plan liabilities at beginning of year	2018-12-31	$13,311
Total income from all sources	2018-12-31	$-326,102
Expenses. Total of all expenses incurred	2018-12-31	$673,859
Benefits paid (including direct rollovers)	2018-12-31	$569,383
Total plan assets at end of year	2018-12-31	$39,018,417
Total plan assets at beginning of year	2018-12-31	$40,031,682
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$328,552
Contributions received from other sources (not participants or employers)	2018-12-31	$3,509
Other income received	2018-12-31	$-1,543,625
Net income (gross income less expenses)	2018-12-31	$-999,961
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$39,018,410
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$40,018,371
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2018-12-31	$67,500
Total contributions received or receivable from employer(s)	2018-12-31	$885,462
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$104,476
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$13,311
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$6,459,575
Expenses. Total of all expenses incurred	2017-12-31	$524,415
Benefits paid (including direct rollovers)	2017-12-31	$426,948
Total plan assets at end of year	2017-12-31	$40,031,682
Total plan assets at beginning of year	2017-12-31	$34,083,211
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$337,575
Contributions received from other sources (not participants or employers)	2017-12-31	$335,008
Other income received	2017-12-31	$4,892,131
Net income (gross income less expenses)	2017-12-31	$5,935,160
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$40,018,371
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$34,083,211
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2017-12-31	$67,500
Total contributions received or receivable from employer(s)	2017-12-31	$894,861
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$97,467
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$2,726,312
Expenses. Total of all expenses incurred	2016-12-31	$269,099
Benefits paid (including direct rollovers)	2016-12-31	$269,099
Total plan assets at end of year	2016-12-31	$34,083,211
Total plan assets at beginning of year	2016-12-31	$31,625,998
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$327,480
Contributions received from other sources (not participants or employers)	2016-12-31	$410
Other income received	2016-12-31	$1,542,149
Net income (gross income less expenses)	2016-12-31	$2,457,213
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$34,083,211
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$31,625,998
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$117,500
Total contributions received or receivable from employer(s)	2016-12-31	$856,273
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$396,779
Expenses. Total of all expenses incurred	2015-12-31	$325,889
Benefits paid (including direct rollovers)	2015-12-31	$325,889
Total plan assets at end of year	2015-12-31	$31,625,998
Total plan assets at beginning of year	2015-12-31	$31,555,108
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$343,821
Other income received	2015-12-31	$-792,108
Net income (gross income less expenses)	2015-12-31	$70,890
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$31,625,998
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$31,555,108
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$117,500
Total contributions received or receivable from employer(s)	2015-12-31	$845,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$2,045,942
Expenses. Total of all expenses incurred	2014-12-31	$549,859
Benefits paid (including direct rollovers)	2014-12-31	$549,859
Total plan assets at end of year	2014-12-31	$31,555,108
Total plan assets at beginning of year	2014-12-31	$30,059,025
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$313,284
Other income received	2014-12-31	$899,337
Net income (gross income less expenses)	2014-12-31	$1,496,083
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$31,555,108
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$30,059,025
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$117,500
Total contributions received or receivable from employer(s)	2014-12-31	$833,321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$4,335,209
Expenses. Total of all expenses incurred	2013-12-31	$62,636
Benefits paid (including direct rollovers)	2013-12-31	$62,636
Total plan assets at end of year	2013-12-31	$30,059,025
Total plan assets at beginning of year	2013-12-31	$25,786,452
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$305,086
Contributions received from other sources (not participants or employers)	2013-12-31	$1,918
Other income received	2013-12-31	$3,166,234
Net income (gross income less expenses)	2013-12-31	$4,272,573
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$30,059,025
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$25,786,452
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$117,500
Total contributions received or receivable from employer(s)	2013-12-31	$861,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$3,302,516
Expenses. Total of all expenses incurred	2012-12-31	$224,814
Benefits paid (including direct rollovers)	2012-12-31	$224,814
Total plan assets at end of year	2012-12-31	$25,786,452
Total plan assets at beginning of year	2012-12-31	$22,708,750
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$286,612
Contributions received from other sources (not participants or employers)	2012-12-31	$34,700
Other income received	2012-12-31	$2,229,077
Net income (gross income less expenses)	2012-12-31	$3,077,702
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$25,786,452
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$22,708,750
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$117,500
Total contributions received or receivable from employer(s)	2012-12-31	$752,127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$682,568
Expenses. Total of all expenses incurred	2011-12-31	$635,118
Benefits paid (including direct rollovers)	2011-12-31	$635,118
Total plan assets at end of year	2011-12-31	$22,708,750
Total plan assets at beginning of year	2011-12-31	$22,661,300
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$263,991
Contributions received from other sources (not participants or employers)	2011-12-31	$73,712
Other income received	2011-12-31	$-396,613
Net income (gross income less expenses)	2011-12-31	$47,450
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$22,708,750
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$22,661,300
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$117,500
Total contributions received or receivable from employer(s)	2011-12-31	$741,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$3,460,377
Expenses. Total of all expenses incurred	2010-12-31	$194,115
Benefits paid (including direct rollovers)	2010-12-31	$194,115
Total plan assets at end of year	2010-12-31	$22,661,300
Total plan assets at beginning of year	2010-12-31	$19,395,038
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$248,989
Other income received	2010-12-31	$2,452,838
Net income (gross income less expenses)	2010-12-31	$3,266,262
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$22,661,300
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$19,395,038
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$117,500
Total contributions received or receivable from employer(s)	2010-12-31	$758,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN

2022: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 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
2014: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JACKSON HEALTHCARE FOR WOMEN, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375889-01

Policy instance

Insurance contract or identification number	375889-01
Number of Individuals Covered	126
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375889-01

Policy instance

Insurance contract or identification number	375889-01
Number of Individuals Covered	85
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375889-01

Policy instance

Insurance contract or identification number	375889-01
Number of Individuals Covered	82
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375889-01

Policy instance

Insurance contract or identification number	375889-01
Number of Individuals Covered	77
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375889-01

Policy instance

Insurance contract or identification number	375889-01
Number of Individuals Covered	81
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $19,072
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,072
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375889-01

Policy instance

Insurance contract or identification number	375889-01
Number of Individuals Covered	74
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $21,060
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,923
Insurance broker organization code?	3
Insurance broker name	CHARLES MARION

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Company Name:	JACKSON HEALTHCARE FOR WOMEN, P.A.
Employer identification number (EIN):	640503682
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)