Original filing (PDF)20240813114007NAL0022951218001

CYPRESS JUNCTION MONTESSORI

Name: CYPRESS JUNCTION MONTESSORI — CYPRESS JUNCTION MONTESSORI 403(B) PLAN, Form 5500 (2023)
Creator: CYPRESS JUNCTION MONTESSORI

Form 5500-SF

FILING_RECEIVED

CYPRESS JUNCTION MONTESSORI 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

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 CYPRESS JUNCTION MONTESSORI.

Plan sponsor

Name

CYPRESS JUNCTION MONTESSORI

EIN

47-1029422

Address

220 5TH STREET SW · WINTER HAVEN, FL · 33880

Phone

(863) 259-1490

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

2024-08-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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