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ALLIANCE PREPARATORY SCHOOLS, INC. — ALLIANCE PREPARATORY SCHOOLS ERISA 403(B) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230131125521NAL0011585139001
ALLIANCE PREPARATORY SCHOOLS, INC.
Form 5500-SF
FILING_RECEIVED
ALLIANCE PREPARATORY SCHOOLS ERISA 403(B) PLAN
403(b) retirement plan
Signals · 2
Late filing · 20.5 mo
No auditor on file
Active participants
140
Accounts w/ balance
52
Plan assets (EOY)
$239K
Net assets (EOY)
$239K
Plan health score (directional)
64
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALLIANCE PREPARATORY SCHOOLS, INC.
.
Find decision makers
Plan sponsor
Name
ALLIANCE PREPARATORY SCHOOLS, INC.
EIN
46-4207477
Address
9142 BROWNE ROAD · CHARLOTTE, NC · 28269
Phone
—
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2019-07-01
Tax period
2020-06-30
Filed
2023-01-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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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Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 20.5 months past the 10.5-month grace window.
Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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