How big is Valwood School's plan?

Valwood School's plan reported $1.3M in assets and 17 participants for 2023.

Original filing (PDF)20241204141601NAL0008166050001

Valwood School

Name: Valwood School — Valwood School 403(b) DC Plan, Form 5500 (2023)
Creator: Valwood School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valwood School 403(b) DC Plan

403(b) retirement plan · Valwood School's Valwood School 403(b) DC Plan held $1.3M in plan assets for 17 participants in 2023.

Signals · 1

Late filing · 28.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Billie Baxter signed Valwood School's 2023 Form 5500 as plan administrator.

Billie Baxter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Valwood School's EIN is 58-6074366.

EIN 58-6074366

Plan number 001

Plan year 2023

ACK ID 20241204141601NAL0008166050001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Valwood School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Valwood School's plan includes a 403(b) annuity, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALWOOD SCHOOL.

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Plan health score

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 28.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

VALWOOD SCHOOL

EIN

all filings

Address

4380 OLD US 41 N · HAHIRA, GA · 316324199

Phone

(229) 242-8491

Industry

Educational Services

Plan administrator