How many benefit plans does Thomas Jefferson Classical Academy report on Form 5500?

Thomas Jefferson Classical Academy (EIN 56-2123336) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Thomas Jefferson Classical Academy?

The Employer Identification Number (EIN) reported for Thomas Jefferson Classical Academy is 56-2123336.

What is the latest Form 5500 filing year for Thomas Jefferson Classical Academy?

The latest loaded Form 5500 filing year for Thomas Jefferson Classical Academy is 2023.

Thomas Jefferson Classical Academy — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Thomas Jefferson Classical Academy (EIN 56-2123336) is a plan sponsor located in Mooresboro, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 56-2123336
Location: Mooresboro, NC
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Thomas Jefferson Classical Academy

1 loaded plans hold $10M in reported assets.
The largest, Thomas Jefferson Classical Academy 401(K) Plan, holds 100% of this company's reported plan assets.
Plans cover 233 reported participants.
1 of 1 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10MSummed across loaded plans$9,982,146

Total reported assets$10M$9,983,792

Total reported participants233

Total reported liabilities$1.6K$1,646

Reported net position

Reported assets = net assets + liabilities (summed)$10M total assets

Net assets$10MLiabilities$1.6K

Contributions & income

Employer contributions$339K

Participant contributions$434.4K

Total income / additions$2.2M

Expenses & distributions

Benefits paid / distributions$634.8K

Total expenses$699.7K

Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Thomas Jefferson Classical Academy 401(K) Plan

Participants per plan233Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Thomas Jefferson Classical Academy 401(K) Plan$10M
Plan #002 · 233 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Thomas Jefferson Classical Academy. Open one for its full reported snapshot.

2023
Thomas Jefferson Classical Academy 401(K) Plan233 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Thomas Jefferson Classical Academy report on Form 5500?: Thomas Jefferson Classical Academy (EIN 56-2123336) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Thomas Jefferson Classical Academy?: The Employer Identification Number (EIN) reported for Thomas Jefferson Classical Academy is 56-2123336.
What is the latest Form 5500 filing year for Thomas Jefferson Classical Academy?: The latest loaded Form 5500 filing year for Thomas Jefferson Classical Academy is 2023.