Original filing (PDF)20250828152946NAL0010598081001

ROBERT F. MUNROE DAY SCHOOL

Name: ROBERT F. MUNROE DAY SCHOOL — ROBERT F. MUNROE DAY SCHOOL INC 403(B) PLAN, Form 5500 (2022)
Creator: ROBERT F. MUNROE DAY SCHOOL

Form 5500-SF

FILING_RECEIVED

ROBERT F. MUNROE DAY SCHOOL INC 403(B) PLAN

403(b) retirement plan

Signals · 1

Late filing · 14.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT F. MUNROE DAY SCHOOL.

Plan sponsor

Name

ROBERT F. MUNROE DAY SCHOOL

EIN

59-1270627

Address

28424 BLUE STAR HIGHWAY · HAVANA, FL · 32333

Phone

(850) 947-5554

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-08-01

Tax period

2023-07-31

Filed

2025-08-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

Related plans

Similar-size Educational Services plans

OLYMPIC CAREER TRAINING INSTITUT

OLYMPIC CAREER TRAINING INSTITUTE

$226K · 6 participants

PUGET SOUND COMMUNITY SCHOOL

PUGET SOUND COMMUNITY SCHOOL GROUP RETIREMENT ANNUITY PLAN 316103

$226K · 10 participants

FLUENCE INTERNATIONAL, INC.

FLUENCE INTERNATIONAL, INC. 401(K) PLAN

$226K · 7 participants

SAN MIGUEL FEBRES CORDERO SCHOOL, INC.

SAN MIGUEL 403(B) PLAN

$226K · 16 participants

COLLABORATIVE LEARNING PROJECT

COLLABORATIVE LEARNING PROJECT 401(K) PROFIT SHARING PLAN & TRUST