Original filing (PDF)20250930093926NAL0014661024001

SOUTHWEST LEADERSHIP ACADEMY

Name: SOUTHWEST LEADERSHIP ACADEMY — SOUTHWEST LEADERSHIP ACADEMY 403(B) PLAN, Form 5500 (2024)
Creator: SOUTHWEST LEADERSHIP ACADEMY

Form 5500-SF

FILING_RECEIVED

SOUTHWEST LEADERSHIP ACADEMY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SOUTHWEST LEADERSHIP ACADEMY.

Plan sponsor

Name

SOUTHWEST LEADERSHIP ACADEMY

EIN

20-1804098

Address

7101 PASCHALL AVE · PHILADELPHIA, PA · 19142

Phone

(215) 729-1939

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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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