· 2022–2024 · DOL EFAST2

COMMUNITY MONTESSORI SCHOOL, INC. — COMMUNITY MONTESSORI SCHOOL ASO BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20260125091632NAL0000150627001

COMMUNITY MONTESSORI SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

COMMUNITY MONTESSORI SCHOOL ASO BENEFIT PLAN

Health & welfare plan

Active participants

9

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$251

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY MONTESSORI SCHOOL, INC..

Plan sponsor

Name

COMMUNITY MONTESSORI SCHOOL, INC.

DBA

COMMUNITY MONTESSORI SCHOOL

EIN

61-0713317

Address

725 STONE RD · LEXINGTON, KY · 405032835

Phone

(859) 277-4805

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-25

Welfare benefit codes

4A · Health (other than dental or vision)

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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