Original filing (PDF)20250609113536NAL0014160737001

AMITY INSTITUTE

Name: AMITY INSTITUTE — AMITY INSTITUTE 403 (B) TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: AMITY INSTITUTE

Form 5500-SF

FILING_RECEIVED

AMITY INSTITUTE 403 (B) TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

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 AMITY INSTITUTE.

Plan sponsor

Name

AMITY INSTITUTE

EIN

39-1038914

Address

2727 CAMINO DEL RIO S, SUITE 137 · SAN DIEGO, CA · 92108

Phone

(619) 222-7000

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

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

Related plans

Similar-size Educational Services plans

MASPETH TOWN HALL, INC.

MASPETH TOWN HALL INC 401K

$413K · 303 participants

STERLING SCHOOLS LLC

STERLING SCHOOLS LLC PROFIT SHARING PLAN

$413K · 17 participants

LEADING FOR CHILDREN, INC.

LEADING FOR CHILDREN 403(B) RETIREMENT PLAN

$414K · 8 participants

PROFESSIONAL TUTORS OF AMERICA

PROFESSIONAL TUTORS OF AMERICA 401(K) PROFIT SHARING PLAN & TRUST

$414K · 9 participants

STAGES PUBLISHING INC

STAGES PUBLISHING INC 401(K) PLAN