Original filing (PDF)20250929120814NAL0015161475003

CHESAPEAKE MONTESSORI FOUNDATION, INC.

Name: CHESAPEAKE MONTESSORI FOUNDATION, INC. — CHESAPEAKE MONTESSORI FOUNDATION 403(B), Form 5500 (2024)
Creator: CHESAPEAKE MONTESSORI FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

CHESAPEAKE MONTESSORI FOUNDATION 403(B)

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

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 CHESAPEAKE MONTESSORI FOUNDATION, INC..

Plan sponsor

Name

CHESAPEAKE MONTESSORI FOUNDATION, INC.

EIN

52-1192684

Address

30 OLD MILL BOTTOM ROAD, NORTH · ANNAPOLIS, MD · 210495448

Phone

(410) 757-4740

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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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