Original filing (PDF)20240910155518NAL0003092355001

MIDDLE TENNESSEE SCHOOL OF ANESTHESIA, INC.

Name: MIDDLE TENNESSEE SCHOOL OF ANESTHESIA, INC. — MTSA 403(B) RETIREMENT PLAN, Form 5500 (2023)
Creator: MIDDLE TENNESSEE SCHOOL OF ANESTHESIA, INC.

Form 5500-SF

FILING_RECEIVED

MTSA 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MIDDLE TENNESSEE SCHOOL OF ANESTHESIA, INC..

Plan sponsor

Name

MIDDLE TENNESSEE SCHOOL OF ANESTHESIA, INC.

EIN

58-1494136

Address

P.O. BOX 417 · MADISON, TN · 37116

Phone

(615) 732-7672

Industry

Educational Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES, LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-10

Pension benefit codes

2L · 403(b)(1) annuity

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed 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

Related plans

Similar-size Educational Services plans

LORRAINE D. FOSTER DAY SCHOOL

LORRAINE D. FOSTER DAY SCHOOL 401(K) PROFIT SHARING PLAN

METROPOLITAN MONTESSORI SCHOOL

METROPOLITAN MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

WORLD ENVIRONMENT CENTER INC

WEC 403(B) DEFINED CONTRIBUTION PLAN

THE COLLEGE OF SAINT ROSE

THE COLLEGE OF SAINT ROSE 403(B) RETIREMENT PLAN

NEEDHAM MUSIC INC

NEEDHAM MUSIC INC 401(K) P/S PLAN