How big is Amherst Montessori School's plan?

Amherst Montessori School's plan reported $467K in assets and 42 participants for 2024.

Original filing (PDF)20260129091941NAL0004196417001

Amherst Montessori School

Name: Amherst Montessori School — Form 5500 (2024)
Creator: Amherst Montessori School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-benefit pension plan · Amherst Montessori School held $467K in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

People on this filing

Shelley Poreda signed Amherst Montessori School's 2024 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 Montessori School's EIN is 04-2660266.

EIN 04-2660266

Plan number 001

Plan year 2024

ACK ID 20260129091941NAL0004196417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Amherst Montessori School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Amherst Montessori 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 MONTESSORI 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AMHERST MONTESSORI SCHOOL

EIN

all filings

Address

27 POMEROY LN · AMHERST, MA · 010022905

Phone

—

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-29

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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