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JACKSON ORTHOPAEDIC CLINIC, P.A.

Company Details

Name: JACKSON ORTHOPAEDIC CLINIC, P.A.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 19 Nov 2003 (21 years ago)
Business ID: 742061
ZIP code: 39216
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 971 Lakeland Drive, Suite 1252Jackson, MS 39216

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2023 200408310 2024-09-20 JACKSON ORTHOPAEDIC CLINIC, P.A. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 1252, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2024-09-20
Name of individual signing KIMBERLY WILLIAMS
Valid signature Filed with authorized/valid electronic signature
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2022 200408310 2023-10-16 JACKSON ORTHOPAEDIC CLINIC, P.A. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 1252, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2023-10-16
Name of individual signing KIMBERLY WILLIAMS
Valid signature Filed with authorized/valid electronic signature
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2021 200408310 2022-10-13 JACKSON ORTHOPAEDIC CLINIC, P.A. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 1252, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2022-10-13
Name of individual signing KIMBERLY WILLIAMS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing KIMBERLY WILLIAMS
Valid signature Filed with authorized/valid electronic signature
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2020 200408310 2021-09-03 JACKSON ORTHOPAEDIC CLINIC, P.A. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 1252, JACKSON, MS, 39216
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2019 200408310 2020-09-25 JACKSON ORTHOPAEDIC CLINIC, P.A. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 1252, JACKSON, MS, 39216
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2018 200408310 2019-10-07 JACKSON ORTHOPAEDIC CLINIC, P.A. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 1252, JACKSON, MS, 39216
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2017 200408310 2018-10-12 JACKSON ORTHOPAEDIC CLINIC, P.A. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 1252, JACKSON, MS, 39216
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2016 200408310 2017-10-12 JACKSON ORTHOPAEDIC CLINIC, P.A. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 1252, JACKSON, MS, 39216
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2015 200408310 2016-10-11 JACKSON ORTHOPAEDIC CLINIC, P.A. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 1252, JACKSON, MS, 39216
JACKSON ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN 2014 200408310 2015-10-05 JACKSON ORTHOPAEDIC CLINIC, P.A. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 950, JACKSON, MS, 39216
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/11/20141011094831P040042755399001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 950, JACKSON, MS, 39216
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/07/20131007104037P030011629029001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 950, JACKSON, MS, 39216

Signature of

Role Plan administrator
Date 2013-10-07
Name of individual signing DAVID J. GANDY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-07
Name of individual signing DAVID J. GANDY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/08/20121008102647P030000623892001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 950, JACKSON, MS, 39216

Plan administrator’s name and address

Administrator’s EIN 200408310
Plan administrator’s name JACKSON ORTHOPAEDIC CLINIC, P.A.
Plan administrator’s address 971 LAKELAND DRIVE, SUITE 950, JACKSON, MS, 39216
Administrator’s telephone number 6019817212

Signature of

Role Plan administrator
Date 2012-10-08
Name of individual signing DAVID J. GANDY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-08
Name of individual signing DAVID J. GANDY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/15/20110715143111P040014239378001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 950, JACKSON, MS, 39216

Plan administrator’s name and address

Administrator’s EIN 200408310
Plan administrator’s name JACKSON ORTHOPAEDIC CLINIC, P.A.
Plan administrator’s address 971 LAKELAND DRIVE, SUITE 950, JACKSON, MS, 39216
Administrator’s telephone number 6019817212

Signature of

Role Plan administrator
Date 2011-07-15
Name of individual signing DAVID J. GANDY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-15
Name of individual signing DAVID J. GANDY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/23/20100723150009P070022218930001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 621111
Sponsor’s telephone number 6019817212
Plan sponsor’s address 971 LAKELAND DRIVE, SUITE 950, JACKSON, MS, 39216

Plan administrator’s name and address

Administrator’s EIN 200408310
Plan administrator’s name JACKSON ORTHOPAEDIC CLINIC, P.A.
Plan administrator’s address 971 LAKELAND DRIVE, SUITE 950, JACKSON, MS, 39216
Administrator’s telephone number 6019817212

Signature of

Role Plan administrator
Date 2010-07-23
Name of individual signing DAVID J. GANDY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-23
Name of individual signing DAVID J. GANDY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JERRY L. MILLS Agent 800 Avery Blvd. North, Suite 101, Ridgeland, MS 39157

Incorporator

Name Role Address
David P Gandy Incorporator 1048 Northpointe, Jackson, MS 39211

Director

Name Role Address
James A Smitherman Director 308 CORPORATE DRIVE, Ridgeland, MS 39157

President

Name Role Address
James A Smitherman President 308 CORPORATE DRIVE, Ridgeland, MS 39157

Treasurer

Name Role Address
James A Smitherman Treasurer 308 CORPORATE DRIVE, Ridgeland, MS 39157

Filings

Type Status Filed Date Description
Annual Report Filed 2025-01-13 Annual Report For JACKSON ORTHOPAEDIC CLINIC, P.A.
Annual Report Filed 2024-03-25 Annual Report For JACKSON ORTHOPAEDIC CLINIC, P.A.
Annual Report Filed 2023-01-16 Annual Report For JACKSON ORTHOPAEDIC CLINIC, P.A.
Annual Report Filed 2022-02-18 Annual Report For JACKSON ORTHOPAEDIC CLINIC, P.A.
Annual Report Filed 2021-03-01 Annual Report For JACKSON ORTHOPAEDIC CLINIC, P.A.
Annual Report Filed 2020-01-26 Annual Report For JACKSON ORTHOPAEDIC CLINIC, P.A.
Annual Report Filed 2019-02-07 Annual Report For JACKSON ORTHOPAEDIC CLINIC, P.A.
Annual Report Filed 2018-01-09 Annual Report For JACKSON ORTHOPAEDIC CLINIC, P.A.
Amendment Form Filed 2017-08-31 Amendment For JACKSON ORTHOPAEDIC CLINIC, P.A.
Annual Report Filed 2017-01-30 Annual Report For JACKSON ORTHOPAEDIC CLINIC, P.A.

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9819247202 2020-04-28 0470 PPP 971 LAKELAND DR, JACKSON, MS, 39216
Loan Status Date 2020-12-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 133535
Loan Approval Amount (current) 133535
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39848
Servicing Lender Name Cadence Bank
Servicing Lender Address 201 S Spring St, TUPELO, MS, 38804-4811
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address JACKSON, HINDS, MS, 39216-3000
Project Congressional District MS-02
Number of Employees 12
NAICS code 621111
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 39848
Originating Lender Name Cadence Bank
Originating Lender Address TUPELO, MS
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 134280.57
Forgiveness Paid Date 2020-11-19
3161368608 2021-03-16 0470 PPS 971 Lakeland Dr, Jackson, MS, 39216-4643
Loan Status Date 2022-02-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 113785
Loan Approval Amount (current) 113785
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Jackson, HINDS, MS, 39216-4643
Project Congressional District MS-03
Number of Employees 6
NAICS code 621111
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 39848
Originating Lender Name Cadence Bank
Originating Lender Address TUPELO, MS
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 114657.87
Forgiveness Paid Date 2021-12-28

Date of last update: 26 Mar 2025

Sources: Mississippi Secretary of State