· 2022–2024 · DOL EFAST2

LEXINGTON MONTESSORI SCHOOL INC — LEXINGTON MONTESSORI SCHOOL INC CBS BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20251229132815NAL0041854578001

LEXINGTON MONTESSORI SCHOOL INC

Form 5500-SF

FILING_RECEIVED

LEXINGTON MONTESSORI SCHOOL INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

7

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEXINGTON MONTESSORI SCHOOL INC.

Plan sponsor

Name

LEXINGTON MONTESSORI SCHOOL INC

EIN

31-0992872all filings

Address

319 S BROADWAY PARK · LEXINGTON, KY · 40504

Phone

(859) 254-7034

Industry

Educational Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Educational Services plans

VOCA CENTER INC.

$5K · 2 participants

HOGAN VENTURES LLC

SOCCER SHOTS OMAHA 401(K) PLAN

$5K · 10 participants

RITAS BRIGHT BEGINNINGS LLC

RITAS BRIGHT BEGINNINGS LLC 401(K) PLAN

$5K · 7 participants

BROADWAY FOR ARTS EDUCATION, INC.

BROADWAY FOR ARTS EDUCATION, INC. 401(K) PLAN

$5K · 5 participants

BILINGUAL MONTESSORI LAB ACADEMY NFP

BILINGUAL MONTESSORI LAB ACADEMY NFP 401(K) PLAN

$5K · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.