Original filing (PDF)20250415101505NAL0001374771003

Valley Forge Military Academy Foundation

Name: Valley Forge Military Academy Foundation — Form 5500 Plan 001 (2023)
Creator: Valley Forge Military Academy Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan

403(b) retirement plan · Valley Forge Military Academy Foundation's Valley Forge Military Academy Foundation 403(b) Tax Deferredd Annuity Plan filed a Form 5500 for plan year 2023.

Signals · 2

Late filing · 6.5 moLate participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Valley Forge Military Academy Foundation's EIN is 23-1178880.

EIN 23-1178880

Plan number 001

Plan year 2023

ACK ID 20250415101505NAL0001374771003

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Valley Forge Military Academy Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Valley Forge Military Academy Foundation's plan includes a 403(b) annuity.

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.

Finding similar companies…

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.

Plan sponsor

Name

VALLEY FORGE MILITARY ACADEMY FOUNDATION

EIN

all filings

Address

1001 EAGLE ROAD · WAYNE, PA · 190873613

Phone

(610) 989-1200

Industry

Educational Services

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.