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MOVEMENT CHARTER SCHOOL — MOVEMENT CHARTER SCHOOL 403(B) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230320131843NAL0026100225001
MOVEMENT CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
MOVEMENT CHARTER SCHOOL 403(B) PLAN
401(k) retirement plan
Signals · 1
Late filing · 34.2 mo
Active participants
27
Accounts w/ balance
30
Plan assets (EOY)
$123K
Net assets (EOY)
$123K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
MOVEMENT CHARTER SCHOOL
.
Find decision makers
Plan sponsor
Name
MOVEMENT CHARTER SCHOOL
EIN
47-5153366
Address
2701-B FREEDOM DR · CHARLOTTE, NC · 28208
Phone
(704) 585-1356
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2018-07-01
Tax period
2019-06-30
Filed
2023-03-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 34.2 months past the 10.5-month grace window.
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.
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.
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