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GREENSBORO MONTESSORI SCHOOL — GREENSBORO MONTESSORI SCHOOL DEFINED CONTRIBUTION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240129164054NAL0038497890001
GREENSBORO MONTESSORI SCHOOL
Form 5500-SF
FILING_RECEIVED
GREENSBORO MONTESSORI SCHOOL DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
25
Accounts w/ balance
38
Plan assets (EOY)
$991K
Net assets (EOY)
$991K
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
GREENSBORO MONTESSORI SCHOOL
.
Find decision makers
Plan sponsor
Name
GREENSBORO MONTESSORI SCHOOL
EIN
56-1076893
Address
2856 HORSE PEN CREEK RD · GREENSBORO, NC · 274109700
Phone
(336) 668-0119
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-09-30
Filed
2024-01-29
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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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