Original filing (PDF)20250415101505NAL0001374771003

VALLEY FORGE MILITARY ACADEMY FOUNDATION

Name: VALLEY FORGE MILITARY ACADEMY FOUNDATION — VALLEY FORGE MILITARY ACADEMY FOUNDATION 403(B) TAX DEFERREDD ANNUITY PLAN, Form 5500 (2023)
Creator: VALLEY FORGE MILITARY ACADEMY FOUNDATION

Form 5500

FILING_RECEIVED

VALLEY FORGE MILITARY ACADEMY FOUNDATION 403(B) TAX DEFERREDD ANNUITY PLAN

403(b) retirement plan

Signals · 2

Late filing · 6.5 moLate participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 6.5 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 39K (86% of contributions).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLEY FORGE MILITARY ACADEMY FOUNDATION.

Plan sponsor

Name

VALLEY FORGE MILITARY ACADEMY FOUNDATION

EIN

23-1178880all filings

Address

1001 EAGLE ROAD · WAYNE, PA · 190873613

Phone

(610) 989-1200

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2023-11-15

Filed

2025-04-15

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

KREISCHER MILLER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$0	—

1–1 of 1

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