Assets by plan
Share of aggregate retirement assets
99%top
Sponsor portfolio
BILLIE L. JACKSON
EIN 58-1931217medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BILLIE L. JACKSON, MD, LLC PROFIT SHARING PLAN & TR
ProfitSharing
Assets$2.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BILLIE L. JACKSON, MD, LLC 401K PLAN
ProfitSharing
Assets$41K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BILLIE L. JACKSON, MD, LLC PROFIT SHARING PLAN & TR | ProfitSharing | $2.9M | 5 | 2024 | |
| 003 | BILLIE L. JACKSON, MD, LLC 401K PLAN | ProfitSharing | $41K | 5 | 2024 |
Retirement plans