Original filing (PDF)20251008133308NAL0005917345001

MONTESSORI EARLY SCHOOL INC.

Name: MONTESSORI EARLY SCHOOL INC. — MONTESSORI SCHOOL OF PENSACOLA 401K PLAN, Form 5500 (2024)
Creator: MONTESSORI EARLY SCHOOL INC.

Form 5500-SF

FILING_RECEIVED

MONTESSORI SCHOOL OF PENSACOLA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTESSORI EARLY SCHOOL INC..

Plan sponsor

Name

MONTESSORI EARLY SCHOOL INC.

EIN

59-2098328

Address

4100 MONTESSORI DRIVE · PENSACOLA, FL · 32504

Phone

(850) 433-4155

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

MARS HILL BIBLE SCHOOL

MARS HILL BIBLE SCHOOL 401(K) PROFIT SHARING PLAN

$1.3M · 108 participants

BRIGHT HORIZON CHINESE SCHOOL

BRIGHT HORIZON CHINESE SCHOOL DEFINED BENEFIT PLAN

$1.3M · 3 participants

WESTERN MARYLAND AREA HEALTH EDUCATION CENTER, INC.

AHEC WEST DEFINED CONTRIBUTION PENSION PLAN

$1.3M · 34 participants

1440 OPCO, LLC

1440 MULTIVERSITY 401(K) PLAN

$1.3M · 102 participants

NEEC

NEEC 401(K) PLAN

$1.3M · 67 participants