How big is Penny Lane School, Ltd.'s plan?

Penny Lane School, Ltd.'s plan reported $2.1M in assets and 83 participants for 2025.

Original filing (PDF)20260219165601NAL0008429713001

Penny Lane School, Ltd.

Name: Penny Lane School, Ltd. — Penny Lane School, Ltd., Form 5500 (2025)
Creator: Penny Lane School, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penny Lane School, Ltd. 401(k) Plan

401(k) retirement plan · Penny Lane School, Ltd.'s Penny Lane School, Ltd. 401(k) Plan held $2.1M in plan assets for 83 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Wendi Newton signed Penny Lane School, Ltd.'s 2025 Form 5500 as plan administrator.

Wendi Newton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Penny Lane School, Ltd.'s EIN is 36-3864693.

EIN 36-3864693

Plan number 001

Plan year 2025

ACK ID 20260219165601NAL0008429713001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Penny Lane School, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Penny Lane School, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Vendor & structure

100

Knocking points off