Original filing (PDF)20250703135116NAL0001118720001

JOHN M. JACKSON, JR., D.M.D., P.C.

Name: JOHN M. JACKSON, JR., D.M.D., P.C. — JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: JOHN M. JACKSON, JR., D.M.D., P.C.

Form 5500-SF

FILING_RECEIVED

JACKSON & JACKSON DENTAL DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN M. JACKSON, JR., D.M.D., P.C..

Plan sponsor

Name

JOHN M. JACKSON, JR., D.M.D., P.C.

EIN

46-1476786

Address

304 S. LEWIS STREET · LAGRANGE, GA · 30240

Phone

(706) 845-0544

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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