Original filing (PDF)20231024081503NAL0013097170001

PHIL-MONT CHRISTIAN ACADEMY

Name: PHIL-MONT CHRISTIAN ACADEMY — PHIL-MONT CHRISTIAN ACADEMY 403(B) PLAN, Form 5500 (2022)
Creator: PHIL-MONT CHRISTIAN ACADEMY

Form 5500-SF

FILING_RECEIVED

PHIL-MONT CHRISTIAN ACADEMY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$807K

Net assets (EOY)

$807K

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 PHIL-MONT CHRISTIAN ACADEMY.

Plan sponsor

Name

PHIL-MONT CHRISTIAN ACADEMY

EIN

23-1654587

Address

35 HILLCREST AVENUE · ERDENHEIM, PA · 19038

Phone

(215) 233-0782

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-24

Pension benefit codes

2F · ERISA section 404(c)

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

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