Original filing (PDF)20250425141937NAL0008955041001

PROVIDENCE MONTESSORI SCHOOL, INC.

Name: PROVIDENCE MONTESSORI SCHOOL, INC. — PROVIDENCE MONTESSORI SCHOOL 403B PLAN, Form 5500 (2023)
Creator: PROVIDENCE MONTESSORI SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

PROVIDENCE MONTESSORI SCHOOL 403B PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 PROVIDENCE MONTESSORI SCHOOL, INC..

Plan sponsor

Name

PROVIDENCE MONTESSORI SCHOOL, INC.

EIN

31-1041787

Address

1209 TEXACO RD · LEXINGTON, KY · 40508

Phone

(859) 255-7330

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-04-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

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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