Original filing (PDF)20241204141706NAL0008168002001

VALWOOD SCHOOL

Name: VALWOOD SCHOOL — VALWOOD SCHOOL 403(B) TDA PLAN, Form 5500 (2023)
Creator: VALWOOD SCHOOL

Form 5500-SF

FILING_RECEIVED

VALWOOD SCHOOL 403(B) TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

VALWOOD SCHOOL

EIN

58-6074366all filings

Address

4380 OLD US 41 N · HAHIRA, GA · 316324199

Phone

(229) 242-8491

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2024-12-04

Pension benefit codes

2L · 403(b)(1) annuity

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

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