2023 Form 5500 filing — Jackson Preparatory School Tax-Deferred Annuity Tda Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241217151138NAL0002663441001) for Jackson Preparatory School Tax-Deferred Annuity Tda Plan, reported by Jackson Preparatory School Foundation under EIN 57-0889451 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.9MReported net assets$7,878,846
Participants142
Provider compensation$1751 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241217151138NAL0002663441001
Plan sponsor
Jackson Preparatory School Foundation
EIN
57-0889451
Plan number
002
Location
Jackson, MS
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$186.2K
Total expenses$8.8K
Benefits paid / distributions$8.8K
Contributions
Employer$0
Participant$29.2K
Full reported line items
Total assets (EOY)
$7,878,846
Total liabilities (EOY)
$0
Net assets (EOY)
$7,878,846
Employer contributions
$0
Participant contributions
$29,209
Total income / additions
$186,226
Benefits paid
$8,765
Administrative expenses
$0
Total expenses
$8,765
Net increase / (decrease)
$177,461
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1

Related Form 5500 pages