Original filing (PDF)20240717131430NAL0002535123001

SCOTT A. JACKSON, D.M.D. P.A.

Name: SCOTT A. JACKSON, D.M.D. P.A. — JACKSON & JOYCE FAMILY DENTISTRY RETIREMENT PLAN & TRUST, Form 5500 (2023)
Creator: SCOTT A. JACKSON, D.M.D. P.A.

Form 5500-SF

FILING_RECEIVED

JACKSON & JOYCE FAMILY DENTISTRY RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTT A. JACKSON, D.M.D. P.A..

Plan sponsor

Name

SCOTT A. JACKSON, D.M.D. P.A.

EIN

20-5147925

Address

1910 S.E. 18TH AVENUE · OCALA, FL · 34471

Phone

(352) 732-8544

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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