How big is Jackson Preparatory School Foundation's plan?

Jackson Preparatory School Foundation's plan reported $5.9M in assets and 114 participants for 2023.

Original filing (PDF)20241217150958NAL0002216545001

Jackson Preparatory School Foundation

Name: Jackson Preparatory School Foundation — Jackson, Form 5500 (2023)
Creator: Jackson Preparatory School Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jackson Preparatory School 403(b) DC Plan

403(b) retirement plan · Jackson Preparatory School Foundation's Jackson Preparatory School 403(b) DC Plan held $5.9M in plan assets for 114 participants in 2023.

Signals · 2

Late filing · 6.0 moNo recordkeeper disclosed

Active participants

114

Accounts w/ balance

208

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Forrest Ashworth signed Jackson Preparatory School Foundation's 2023 Form 5500 as plan administrator.

Forrest Ashworth — 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

Jackson Preparatory School Foundation's EIN is 57-0889451.

EIN 57-0889451

Plan number 001

Plan year 2023

ACK ID 20241217150958NAL0002216545001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jackson Preparatory School Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jackson Preparatory School Foundation'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 JACKSON PREPARATORY SCHOOL FOUNDATION.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Filed 6.0 months past the 10.5-month grace window.
Bottom-decile employer contributions per participant (7th percentile).

Helping the score

Below-peer total plan cost (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

JACKSON PREPARATORY SCHOOL FOUNDATION

DBA

JACKSON PREPARATORY SCHOOL

EIN

all filings

Address

PO BOX 4940 · JACKSON, MS · 392964940

Phone

(601) 939-8611

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2023-07-31

Filed

2024-12-17

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $294K(5% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.