Original filing (PDF)20250409091531NAL0012133283001

VALLEY DAY SCHOOL, INC.

Name: VALLEY DAY SCHOOL, INC. — VALLEY DAY SCHOOL, INC. DISCRETIONARY CONTRIBUTION PENSION PLAN & TRUST, Form 5500 (2023)
Creator: VALLEY DAY SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

VALLEY DAY SCHOOL, INC. DISCRETIONARY CONTRIBUTION PENSION PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 VALLEY DAY SCHOOL, INC..

Plan sponsor

Name

VALLEY DAY SCHOOL, INC.

EIN

23-1526669

Address

300 ALLENDALE DRIVE · MORRISVILLE, PA · 19067

Phone

(215) 295-1155

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

2024-06-30

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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