Original filing (PDF)20250424115602NAL0011037824001

WESTERLY SCHOOL OF LONG BEACH

Name: WESTERLY SCHOOL OF LONG BEACH — WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: WESTERLY SCHOOL OF LONG BEACH

Form 5500-SF

FILING_RECEIVED

WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 WESTERLY SCHOOL OF LONG BEACH.

Plan sponsor

Name

WESTERLY SCHOOL OF LONG BEACH

EIN

33-0467625

Address

2950 E 29TH ST · LONG BEACH, CA · 908062315

Phone

(562) 981-3151

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-24

Pension benefit codes

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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