2023 Form 5500 filing — Mountain Island Charter School 403b 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 20250402075246NAL0004810563001) for Mountain Island Charter School 403b Plan, reported by Mountain Island Charter School under EIN 80-0467949 and plan number 001. It reports 245 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)$4MReported net assets$4,034,371
Participants245
Provider compensation$54.8K3 Schedule C row(s)$54,772
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250402075246NAL0004810563001
Plan sponsor
Mountain Island Charter School
EIN
80-0467949
Plan number
001
Location
Mt Holly, NC
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)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$326.4K
Benefits paid / distributions$323.1K
Contributions
Employer$237.1K
Participant$445K
Full reported line items
Total assets (EOY)
$4,034,371
Total liabilities (EOY)
$0
Net assets (EOY)
$4,034,371
Employer contributions
$237,140
Participant contributions
$445,031
Total income / additions
$1,185,908
Benefits paid
$323,141
Administrative expenses
$3,219
Total expenses
$326,360
Net increase / (decrease)
$859,548
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $1.8K · Indirect $35.3K
  2. 2
    NONE · Direct $0 · Indirect $17.1K
  3. 3
    RECORD KEEPER · Direct $548 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250402075246NAL0004810563001 cover?
It is the 2023 Form 5500 filing for Mountain Island Charter School 403b Plan, reported by Mountain Island Charter School (EIN 80-0467949).
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