Thomas Jefferson Classical Academy 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Thomas Jefferson Classical Academy
  • Sponsor EIN: 562123336
  • Sponsor Address: 2527 US-221A HWY, MOORESBORO, NC, 28114
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 164
  • Total Assets: $10.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023164$10.0M$338,968$434,408
2022164$8.5M$342,366$417,398

Similar Plans