Original filing (PDF)20251009160724NAL0007280001001

MONTESSORI PREPARATORY SCHOOL TEMPLE TERRACE

Name: MONTESSORI PREPARATORY SCHOOL TEMPLE TERRACE — MONTESSORI ACADEMIES 401(K) PLAN, Form 5500 (2024)
Creator: MONTESSORI PREPARATORY SCHOOL TEMPLE TERRACE

Form 5500-SF

FILING_RECEIVED

MONTESSORI ACADEMIES 401(K) PLAN

401(k) retirement plan

Active participants

118

Accounts w/ balance

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 MONTESSORI PREPARATORY SCHOOL TEMPLE TERRACE.

Plan sponsor

Name

MONTESSORI PREPARATORY SCHOOL TEMPLE TERRACE

EIN

59-3488850

Address

11302 N. 53RD ST. · TEMPLE TERRACE, FL · 33617

Phone

(813) 899-2345

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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