2023 Form 5500 filing — Jackson Academy, Inc. 401(K) 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 20241011140427NAL0043913250001) for Jackson Academy, Inc. 401(K) Plan, reported by Jackson Academy, Inc. under EIN 64-6012819 and plan number 001. It reports 377 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)$16.1MReported net assets$16,113,009
Participants377
Provider compensation$5.6K1 Schedule C row(s)$5,640
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011140427NAL0043913250001
Plan sponsor
Jackson Academy, Inc.
EIN
64-6012819
Plan number
001
Location
Jackson, MS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$16.1M total assets
Net assets$16.1MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$343.1K
Participant$657.4K
Full reported line items
Total assets (EOY)
$16,113,009
Total liabilities (EOY)
$0
Net assets (EOY)
$16,113,009
Employer contributions
$343,102
Participant contributions
$657,392
Total income / additions
$3,319,652
Benefits paid
$2,006,740
Administrative expenses
$5,640
Total expenses
$2,012,380
Net increase / (decrease)
$1,307,272
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $5.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011140427NAL0043913250001 cover?
It is the 2023 Form 5500 filing for Jackson Academy, Inc. 401(K) Plan, reported by Jackson Academy, Inc. (EIN 64-6012819).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages