Jackson Preparatory School Tax-Deferred Annuity Tda Plan — Form 5500 plan (Jackson Preparatory School Foundation)
Plain-English plan 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, Jackson Preparatory School Tax-Deferred Annuity Tda Plan is a benefit plan reported by Jackson Preparatory School Foundation under EIN 57-0889451 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $7,878,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Preparatory School Foundation
- EIN
- 57-0889451
- Plan number
- 002
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,878,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,878,846
- Net assets (BOY)
- $7,701,385
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $29,209
- Total contributions
- $29,209
- Total income / additions
- $186,226
Expenses & distributions
- Benefits paid
- $8,765
- Administrative expenses
- $0
- Total expenses
- $8,765
- Net increase / (decrease)
- $177,461
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1