Original filing (PDF)20260210101402NAL0001913859001

THE PINE SCHOOL

Name: THE PINE SCHOOL — THE PINE SCHOOL 401(K)PLAN, Form 5500 (2023)
Creator: THE PINE SCHOOL

Form 5500-SF

FILING_RECEIVED

THE PINE SCHOOL 401(K)PLAN

403(b) retirement plan

Signals · 1

Late filing · 8.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 THE PINE SCHOOL.

Plan sponsor

Name

THE PINE SCHOOL

EIN

59-1276282

Address

12350 SE FEDERAL HWY · HOBE SOUND, FL · 33455

Phone

(772) 675-7005

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2026-02-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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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