Original filing (PDF)20260210145212NAL0002809953001

THE MONTESSORI SCHOOL OF WESTM

Name: THE MONTESSORI SCHOOL OF WESTM — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE MONTESSORI SCHOOL OF WESTMINSTER, INC., Form 5500 (2024)
Creator: 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

Accounts w/ balance

Plan assets (EOY)

$997K

Net assets (EOY)

$997K

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 THE MONTESSORI SCHOOL OF WESTM.

Plan sponsor

Name

THE MONTESSORI SCHOOL OF WESTM

EIN

52-0995239

Address

1055 MONTESSORI DR · WESTMINSTER, MD · 211582962

Phone

(410) 848-6283

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-10

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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