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HARBORLIGHT MONTESSORI SCHOOL, INC. — HARBORLIGHT MONTESSORI SCHOOL 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250108131603NAL0011106913001
HARBORLIGHT MONTESSORI SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
HARBORLIGHT MONTESSORI SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
24
Accounts w/ balance
72
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
HARBORLIGHT MONTESSORI SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
HARBORLIGHT MONTESSORI SCHOOL, INC.
EIN
04-2680395
Address
243 ESSEX ST · BEVERLY, MA · 019152040
Phone
(978) 922-1008
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-08
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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