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THE MONTESSORI SCHOOL OF WESTM — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE MONTESSORI SCHOOL OF WESTMINSTER, INC., Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241219132220NAL0007648944001
THE MONTESSORI SCHOOL OF WESTM
Form 5500-SF
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE MONTESSORI SCHOOL OF WESTMINSTER, INC.
Defined-contribution retirement plan
Active participants
25
Accounts w/ balance
29
Plan assets (EOY)
$889K
Net assets (EOY)
$889K
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 MONTESSORI SCHOOL OF WESTM
.
Find decision makers
Plan sponsor
Name
THE MONTESSORI SCHOOL OF WESTM
EIN
52-0995239
Address
1055 MONTESSORI DR · WESTMINSTER, MD · 211582962
Phone
(410) 848-6283
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2024-12-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
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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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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