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AMHERST MONTESSOIR SCHOOL — AMHERST MONTESSORI SCHOOL, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250131091617NAL0002146769001
AMHERST MONTESSOIR SCHOOL
Form 5500-SF
FILING_RECEIVED
AMHERST MONTESSORI SCHOOL
Defined-benefit pension plan
Active participants
41
Accounts w/ balance
42
Plan assets (EOY)
$434K
Net assets (EOY)
$434K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AMHERST MONTESSOIR SCHOOL
.
Find decision makers
Plan sponsor
Name
AMHERST MONTESSOIR SCHOOL
EIN
04-2660256
Address
27 POMEROY LN · AMHERST, MA · 010022905
Phone
—
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-31
Pension benefit codes
1A · Pay-related DB formula
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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