Original filing (PDF)20240815140450NAL0027972194001

LAWRENCE WOODMERE ACADEMY

Name: LAWRENCE WOODMERE ACADEMY — LAWRENCE WOODMERE ACADEMY TAX DEFERRED PLAN, Form 5500 (2023)
Creator: LAWRENCE WOODMERE ACADEMY

Form 5500-SF

FILING_RECEIVED

LAWRENCE WOODMERE ACADEMY TAX DEFERRED PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE WOODMERE ACADEMY.

Plan sponsor

Name

LAWRENCE WOODMERE ACADEMY

EIN

11-3028408

Address

336 WOODMERE BLVD · WOODMERE, NY · 115982066

Phone

(516) 374-9000

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-15

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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