Other
2023 plan-year Other DOL Form 5500

North Jackson Bank Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by First Jackson Bank · Alabama · Finance & Insurance

What the 2023 filing shows

North Jackson Bank Employee Stock Ownership Plan holds N/A for 64 participants.

N/A
total plan assets (2023 EOY)
64
covered participants
Total Assets (2023)
N/A
Participants
64
State
Industry
Finance & Insurance

What the Filing Says About North Jackson Bank Employee Stock Ownership Plan

North Jackson Bank Employee Stock Ownership Plan is a Other retirement plan sponsored by First Jackson Bank, headquartered in Alabama. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 64 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 630800802, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN630800802
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Jackson Bank)

Year Plans Participants Total Assets
2022 1 66 N/A
2023 1 64 N/A
2024 1 69 N/A

Nearby Other Plans in Alabama

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the North Jackson Bank Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, North Jackson Bank Employee Stock Ownership Plan holds N/A in total assets with 64 participants. It is sponsored by First Jackson Bank.
What type of plan is North Jackson Bank Employee Stock Ownership Plan?
North Jackson Bank Employee Stock Ownership Plan is a Other plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 630800802.
Who sponsors the North Jackson Bank Employee Stock Ownership Plan?
North Jackson Bank Employee Stock Ownership Plan is sponsored by First Jackson Bank, located in Alabama. The sponsor's EIN is 630800802 and the plan operates in the Finance & Insurance industry.
How did North Jackson Bank Employee Stock Ownership Plan perform in 2023?
North Jackson Bank Employee Stock Ownership Plan held N/A in total assets at the end of 2023.
Where can I find official filings for North Jackson Bank Employee Stock Ownership Plan?
Official Form 5500 filings for North Jackson Bank Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 630800802 or plan name at efast.dol.gov.
How does North Jackson Bank Employee Stock Ownership Plan compare to other plans?
You can compare North Jackson Bank Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 630800802.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.