Original filing (PDF)20250414041224NAL0000647587001

Mountain Island Day Community Charter School Jackson Day School

Name: Mountain Island Day Community Charter School Jackson Day School — Form 5500 Plan 002 (2023)
Creator: Mountain Island Day Community Charter School Jackson Day School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mountain Island Day COMM Charter School 403(b) Strat Plan

403(b) retirement plan · Mountain Island Day Community Charter School Jackson Day School's Mountain Island Day COMM Charter School 403(b) Strat Plan held $2.5M in plan assets for 116 participants in 2023.

Active participants

116

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Tammy Winstead signed Mountain Island Day Community Charter School Jackson Day School's 2023 Form 5500 as plan administrator.

Tammy Winstead — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mountain Island Day Community Charter School Jackson Day School's EIN is 01-0916385.

EIN 01-0916385

Plan number 002

Plan year 2023

ACK ID 20250414041224NAL0000647587001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mountain Island Day Community Charter School Jackson Day School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mountain Island Day Community Charter School Jackson Day School's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOUNTAIN ISLAND DAY COMMUNITY CHARTER SCHOOL JACKSON DAY SCHOOL.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score