How big is Harborlight Montessori School, Inc.'s plan?

Harborlight Montessori School, Inc.'s plan reported $3.3M in assets and 24 participants for 2023.

Original filing (PDF)20250108131603NAL0011106913001

Harborlight Montessori School, Inc.

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

Form 5500-SF

FILING_RECEIVED

Harborlight Montessori School 403(b) Plan

403(b) retirement plan · Harborlight Montessori School, Inc.'s Harborlight Montessori School 403(b) Plan held $3.3M in plan assets for 24 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

JED Dickman signed Harborlight Montessori School, Inc.'s 2023 Form 5500 as plan administrator.

JED Dickman — 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

Harborlight Montessori School, Inc.'s EIN is 04-2680395.

EIN 04-2680395

Plan number 002

Plan year 2023

ACK ID 20250108131603NAL0011106913001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Harborlight Montessori School, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Harborlight Montessori School, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

HARBORLIGHT MONTESSORI SCHOOL, INC.

EIN

all filings

Address

243 ESSEX ST · BEVERLY, MA · 019152040

Phone

(978) 922-1008

Industry

Educational Services

Plan administrator