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  2. JONES FAMILY MEDICINE CLINIC, PLLC
Sponsor portfolio

JONES FAMILY MEDICINE CLINIC, PLLC

EIN 35-2168757-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
103
30 CIRCLE J DRIVE, SUITE 1 - LAUREL, MS 39440601-425-0092jonesfamilymedicineclinic.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$4.9M - 68 part#002CashBalance-$2.6M - 35 part

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 103 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PROFIT SHARING PLAN (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)68
  • CASH BALANCE PLAN (#002)35
Total 103Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JONES FAMILY MEDICINE CLINIC, PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$4.9M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JONES FAMILY MEDICINE CLINIC, PLLC 401(K) PROFIT SHARING PLAN401k$4.9M682025
002JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLANCashBalance$2.6M352024
Retirement plans
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