Original filing (PDF)20250824083910NAL0013559330001

WYOMING VALLEY MONTESSORI ASSOCIATION, INC.

Name: WYOMING VALLEY MONTESSORI ASSOCIATION, INC. — WYOMING VALLEY MONTESSORI SCHOOL TDA, Form 5500 (2024)
Creator: WYOMING VALLEY MONTESSORI ASSOCIATION, INC.

Form 5500-SF

FILING_RECEIVED

WYOMING VALLEY MONTESSORI SCHOOL TDA

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 WYOMING VALLEY MONTESSORI ASSOCIATION, INC..

Plan sponsor

Name

WYOMING VALLEY MONTESSORI ASSOCIATION, INC.

EIN

23-1729715

Address

851 W MARKET ST · KINGSTON, PA · 187043344

Phone

(570) 288-3708

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-24

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

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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SEFLIN (SOUTHEAST FLORIDA LIBRARY INFORMATION NETWORK), INC.