Original filing (PDF)20250605093006NAL0020178688001

COMMUNITY MONTESSORI SCHOOL, INC.

Name: COMMUNITY MONTESSORI SCHOOL, INC. — RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL, Form 5500 (2024)
Creator: COMMUNITY MONTESSORI SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

COMMUNITY MONTESSORI SCHOOL, INC.

EIN

61-0713317

Address

725 STONE ROAD · LEXINGTON, KY · 40503

Phone

(859) 227-4805

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2L · 403(b)(1) annuity

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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