Original filing (PDF)20241031093346NAL0003530018001

TEMPLE BETH AM

Name: TEMPLE BETH AM — BETH AM DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 001, Form 5500 (2023)
Creator: TEMPLE BETH AM

Form 5500-SF

FILING_RECEIVED

BETH AM DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 001

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$778K

Net assets (EOY)

$778K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

TEMPLE BETH AM

DBA

BETH AM DAY SCHOOL

EIN

59-0855408

Address

5950 N KENDALL DR · PINECREST, FL · 331562068

Phone

(786) 364-9428

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-31

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial 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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