Original filing (PDF)20240321094524NAL0006477666001

THOMAS SUMTER ACADEMY

Name: THOMAS SUMTER ACADEMY — THOMAS SUMTER ACADEMY 403(B) DC PLAN, Form 5500 (2022)
Creator: THOMAS SUMTER ACADEMY

Form 5500-SF

FILING_RECEIVED

THOMAS SUMTER ACADEMY 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 THOMAS SUMTER ACADEMY.

Plan sponsor

Name

THOMAS SUMTER ACADEMY

EIN

57-0447528

Address

5265 CAMDEN HIGHWAY · REMBERT, SC · 29128

Phone

(803) 499-3396

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-09-01

Tax period

2023-08-31

Filed

2024-03-21

Pension benefit codes

2L · 403(b)(1) annuity

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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