Original filing (PDF)20250423121126NAL0005661825001

BULLOCH ACADEMY, INC.

Name: BULLOCH ACADEMY, INC. — BULLOCH ACADEMY RETIREMENT PLAN, Form 5500 (2023)
Creator: BULLOCH ACADEMY, INC.

Form 5500-SF

FILING_RECEIVED

BULLOCH ACADEMY RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$600K

Net assets (EOY)

$600K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BULLOCH ACADEMY, INC..

Plan sponsor

Name

BULLOCH ACADEMY, INC.

EIN

58-1119726

Address

873 WESTSIDE HIGHWAY · STATESBORO, GA · 30458

Phone

(912) 764-6297

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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