How big is Amherst Montessoir School's plan?

Amherst Montessoir School's plan reported $434K in assets and 41 participants for 2023.

Original filing (PDF)20250131091617NAL0002146769001

Amherst Montessoir School

Name: Amherst Montessoir School — Amherst Montessori, Form 5500 (2023)
Creator: Amherst Montessoir School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Amherst Montessori School

Defined-benefit pension plan · Amherst Montessoir School's Amherst Montessori School held $434K in plan assets for 41 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$434K

Net assets (EOY)

$434K

People on this filing

Shelley Poreda signed Amherst Montessoir School's 2023 Form 5500 as plan administrator.

Shelley Poreda — 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

Amherst Montessoir School's EIN is 04-2660256.

EIN 04-2660256

Plan number 001

Plan year 2023

ACK ID 20250131091617NAL0002146769001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Amherst Montessoir School's plan includes a defined-benefit pension formula, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMHERST MONTESSOIR SCHOOL.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score