How big is Summit Montessori School's plan?

Summit Montessori School's plan reported $2.5M in assets and 32 participants for 2023.

Original filing (PDF)20250331095402NAL0010883922001

Summit Montessori School

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

Form 5500-SF

FILING_RECEIVED

Summit Montessori School Defined Contribution Retirement Plan

403(b) retirement plan · Summit Montessori School's Summit Montessori School Defined Contribution Retirement Plan held $2.5M in plan assets for 32 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Summit Montessori School's EIN is 04-3298290.

EIN 04-3298290

Plan number 001

Plan year 2023

ACK ID 20250331095402NAL0010883922001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Summit Montessori School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off