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THE GUNSTON SCHOOL, INC. — THE GUNSTON SCHOOL, INC. 403(B) TDA PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240709140340NAL0008777843001
THE GUNSTON SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
THE GUNSTON SCHOOL, INC. 403(B) TDA PLAN
403(b) retirement plan
Active participants
32
Accounts w/ balance
23
Plan assets (EOY)
$710K
Net assets (EOY)
$710K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE GUNSTON SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
THE GUNSTON SCHOOL, INC.
EIN
52-0614282
Address
PO BOX 200 · CENTREVILLE, MD · 216170200
Phone
(410) 758-0620
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-09
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
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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100
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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