Original filing (PDF)20240628121421NAL0000920304001

HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) DC PLAN

Name: HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) DC PLAN — Form 5500 (2023)
Creator: HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) DC PLAN

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$833K

Net assets (EOY)

$833K

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 HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) DC PLAN.

Plan sponsor

Name

HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) DC PLAN

EIN

13-1677402

Address

149 EAST 38TH STREET · NEW YORK, NY · 10016

Phone

(212) 889-8020

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-28

Pension benefit codes

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

Related plans

Similar-size Educational Services plans

THE SPANISH ACADEMY, LLC

THE SPANISH ACADEMY, LLC 401(K)

$833K · 6 participants

SPRING STREET INTERNATIONAL SCHOOL

SPRING STREET INTERNATIONAL SCHOOL 403(B) RETIREMENT PLAN

$833K · 28 participants

FRANKLIN CENTER

FRANKLIN CENTER - 401(K)

$834K · 106 participants

HARBOR DAY CARE CENTER INC

$834K · 25 participants

HEALTHCARE EDUCATION STRATEGIES, INC

HEALTHCARE EDUCATION STRATEGIES INC 401(K) PLAN

$833K · 3 participants