· 2022–2024 · DOL EFAST2

LAKE HILLS MONTESSORI BEE CAVE — LAKE HILLS MONTESSORI BEE CAVE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240529090257NAL0019908544001

LAKE HILLS MONTESSORI BEE CAVE

Form 5500-SF

FILING_RECEIVED

LAKE HILLS MONTESSORI BEE CAVE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

34

Accounts w/ balance

38

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

56

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKE HILLS MONTESSORI BEE CAVE.

Plan sponsor

Name

LAKE HILLS MONTESSORI BEE CAVE

EIN

26-1173137

Address

3930 RANCH ROAD 620 S · AUSTIN, TX · 787386301

Phone

(512) 461-8003

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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