401k Plan data: JACKSON ANIMAL CLINIC 401(K) PLAN plan

JACKSON ANIMAL CLINIC 401(K) PLAN 401k Plan overview

Plan Name	JACKSON ANIMAL CLINIC 401(K) PLAN
Plan identification number	001

JACKSON ANIMAL CLINIC 401(K) 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 ANIMAL CLINIC has sponsored the creation of one or more 401k plans.

Company Name: JACKSON ANIMAL CLINIC

Employer identification number (EIN): 621129939

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON ANIMAL CLINIC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2023-01-01 JIM RUSSELL
001 2022-01-01
001 2022-01-01 JIM RUSSELL
001 2021-01-01
001 2021-01-01 JIM RUSSELL
001 2020-01-01
001 2019-01-01
001 2018-01-01 JIM RUSSELL
001 2017-01-01 JIM RUSSELL
001 2016-01-01 JIM RUSSELL
001 2015-01-01 JIM RUSSELL
001 2014-01-01 JIM RUSSELL
001 2013-01-01 JIM RUSSELL
001 2012-01-01 JIM RUSSELL
001 2011-01-01 JIM RUSSELL 2012-04-26 JIM RUSSELL 2012-04-26
001 2010-01-01 DANNY R. WALKER 2011-07-20 DANNY R. WALKER 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2023-01-01	JIM RUSSELL
001	2022-01-01
001	2022-01-01	JIM RUSSELL
001	2021-01-01
001	2021-01-01	JIM RUSSELL
001	2020-01-01
001	2019-01-01
001	2018-01-01	JIM RUSSELL
001	2017-01-01	JIM RUSSELL
001	2016-01-01	JIM RUSSELL
001	2015-01-01	JIM RUSSELL
001	2014-01-01	JIM RUSSELL
001	2013-01-01	JIM RUSSELL
001	2012-01-01	JIM RUSSELL
001	2011-01-01	JIM RUSSELL	2012-04-26	JIM RUSSELL	2012-04-26
001	2010-01-01	DANNY R. WALKER	2011-07-20	DANNY R. WALKER	2011-07-20

Financial Data on JACKSON ANIMAL CLINIC 401(K) PLAN

Measure	Date	Value
2023 : JACKSON ANIMAL CLINIC 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$11,760
Expenses. Total of all expenses incurred	2023-12-31	$500,269
Benefits paid (including direct rollovers)	2023-12-31	$500,269
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$488,509
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$11,760
Net income (gross income less expenses)	2023-12-31	$-488,509
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$488,509
2022 : JACKSON ANIMAL CLINIC 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-538,118
Expenses. Total of all expenses incurred	2022-12-31	$4,452,834
Benefits paid (including direct rollovers)	2022-12-31	$4,452,834
Total plan assets at end of year	2022-12-31	$488,509
Total plan assets at beginning of year	2022-12-31	$5,479,461
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$65,079
Other income received	2022-12-31	$-732,885
Net income (gross income less expenses)	2022-12-31	$-4,990,952
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$488,509
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,479,461
Total contributions received or receivable from employer(s)	2022-12-31	$129,688
2021 : JACKSON ANIMAL CLINIC 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$958,249
Expenses. Total of all expenses incurred	2021-12-31	$37,879
Benefits paid (including direct rollovers)	2021-12-31	$37,879
Total plan assets at end of year	2021-12-31	$5,479,461
Total plan assets at beginning of year	2021-12-31	$4,559,091
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$121,194
Other income received	2021-12-31	$691,550
Net income (gross income less expenses)	2021-12-31	$920,370
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,479,461
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,559,091
Total contributions received or receivable from employer(s)	2021-12-31	$145,505
2020 : JACKSON ANIMAL CLINIC 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$899,161
Total plan assets at end of year	2020-12-31	$4,559,091
Total plan assets at beginning of year	2020-12-31	$3,659,930
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$113,011
Other income received	2020-12-31	$643,231
Net income (gross income less expenses)	2020-12-31	$899,161
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,559,091
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,659,930
Total contributions received or receivable from employer(s)	2020-12-31	$142,919
2019 : JACKSON ANIMAL CLINIC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$887,093
Expenses. Total of all expenses incurred	2019-12-31	$175,000
Benefits paid (including direct rollovers)	2019-12-31	$175,000
Total plan assets at end of year	2019-12-31	$3,659,930
Total plan assets at beginning of year	2019-12-31	$2,947,837
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$104,482
Other income received	2019-12-31	$642,377
Net income (gross income less expenses)	2019-12-31	$712,093
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,659,930
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,947,837
Total contributions received or receivable from employer(s)	2019-12-31	$140,234
2018 : JACKSON ANIMAL CLINIC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-59,641
Expenses. Total of all expenses incurred	2018-12-31	$8,638
Benefits paid (including direct rollovers)	2018-12-31	$8,638
Total plan assets at end of year	2018-12-31	$2,947,837
Total plan assets at beginning of year	2018-12-31	$3,016,116
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$97,884
Other income received	2018-12-31	$-298,315
Net income (gross income less expenses)	2018-12-31	$-68,279
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,947,837
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,016,116
Total contributions received or receivable from employer(s)	2018-12-31	$140,790
2017 : JACKSON ANIMAL CLINIC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$680,925
Expenses. Total of all expenses incurred	2017-12-31	$6,371
Benefits paid (including direct rollovers)	2017-12-31	$6,371
Total plan assets at end of year	2017-12-31	$3,016,116
Total plan assets at beginning of year	2017-12-31	$2,341,562
Total contributions received or receivable from participants	2017-12-31	$86,277
Contributions received from other sources (not participants or employers)	2017-12-31	$579
Other income received	2017-12-31	$465,712
Net income (gross income less expenses)	2017-12-31	$674,554
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,016,116
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,341,562
Total contributions received or receivable from employer(s)	2017-12-31	$128,357
2016 : JACKSON ANIMAL CLINIC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$403,649
Expenses. Total of all expenses incurred	2016-12-31	$20,322
Benefits paid (including direct rollovers)	2016-12-31	$20,322
Total plan assets at end of year	2016-12-31	$2,341,562
Total plan assets at beginning of year	2016-12-31	$1,958,235
Total contributions received or receivable from participants	2016-12-31	$94,268
Other income received	2016-12-31	$173,245
Net income (gross income less expenses)	2016-12-31	$383,327
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,341,562
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,958,235
Total contributions received or receivable from employer(s)	2016-12-31	$136,136
2015 : JACKSON ANIMAL CLINIC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$156,015
Expenses. Total of all expenses incurred	2015-12-31	$10,855
Benefits paid (including direct rollovers)	2015-12-31	$10,855
Total plan assets at end of year	2015-12-31	$1,958,235
Total plan assets at beginning of year	2015-12-31	$1,813,075
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$87,487
Other income received	2015-12-31	$-56,696
Net income (gross income less expenses)	2015-12-31	$145,160
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,958,235
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,813,075
Total contributions received or receivable from employer(s)	2015-12-31	$125,224
2014 : JACKSON ANIMAL CLINIC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$270,571
Expenses. Total of all expenses incurred	2014-12-31	$50,554
Benefits paid (including direct rollovers)	2014-12-31	$50,554
Total plan assets at end of year	2014-12-31	$1,813,075
Total plan assets at beginning of year	2014-12-31	$1,593,058
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$84,499
Other income received	2014-12-31	$74,380
Net income (gross income less expenses)	2014-12-31	$220,017
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,813,075
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,593,058
Total contributions received or receivable from employer(s)	2014-12-31	$111,692
2013 : JACKSON ANIMAL CLINIC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$443,775
Expenses. Total of all expenses incurred	2013-12-31	$3,994
Benefits paid (including direct rollovers)	2013-12-31	$3,994
Total plan assets at end of year	2013-12-31	$1,593,058
Total plan assets at beginning of year	2013-12-31	$1,153,277
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$83,830
Other income received	2013-12-31	$248,942
Net income (gross income less expenses)	2013-12-31	$439,781
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,593,058
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,153,277
Total contributions received or receivable from employer(s)	2013-12-31	$111,003
2012 : JACKSON ANIMAL CLINIC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$318,653
Expenses. Total of all expenses incurred	2012-12-31	$428,235
Benefits paid (including direct rollovers)	2012-12-31	$428,235
Total plan assets at end of year	2012-12-31	$1,153,277
Total plan assets at beginning of year	2012-12-31	$1,262,859
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$77,151
Contributions received from other sources (not participants or employers)	2012-12-31	$1,015,029
Other income received	2012-12-31	$-879,598
Net income (gross income less expenses)	2012-12-31	$-109,582
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,153,277
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,262,859
Total contributions received or receivable from employer(s)	2012-12-31	$106,071

Form 5500 Responses for JACKSON ANIMAL CLINIC 401(K) PLAN

2023: JACKSON ANIMAL CLINIC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JACKSON ANIMAL CLINIC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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 ANIMAL CLINIC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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 ANIMAL CLINIC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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 ANIMAL CLINIC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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 ANIMAL CLINIC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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 ANIMAL CLINIC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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 ANIMAL CLINIC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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 ANIMAL CLINIC 401(K) PLAN 2015 form 5500 responses
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 ANIMAL CLINIC 401(K) PLAN 2014 form 5500 responses
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 ANIMAL CLINIC 401(K) PLAN 2013 form 5500 responses
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 ANIMAL CLINIC 401(K) PLAN 2012 form 5500 responses
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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

Insurance contract or identification number	874663
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

Insurance contract or identification number	874663
Number of Individuals Covered	20
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $5,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874663

Policy instance

Potentially related plans

JACKSON ANIMAL CLINIC CORP 401K PLAN [EIN = 814391389]

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Company Name:	JACKSON ANIMAL CLINIC
Employer identification number (EIN):	621129939
NAIC Classification:	541940
NAIC Description:	Veterinary Services