How big is Washington College Academy's plan?

Washington College Academy's plan reported $145K in assets and 9 participants for 2023.

Original filing (PDF)20240618102007NAL0003667360001

Washington College Academy

Name: Washington College Academy — Form 5500 (2023)
Creator: Washington College Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Washington College Academy held $145K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

People on this filing

LORI Emery-Ownbey signed Washington College Academy's 2023 Form 5500 as plan administrator.

LORI Emery-Ownbey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Washington College Academy's EIN is 62-0048947.

EIN 62-0048947

Plan number 001

Plan year 2023

ACK ID 20240618102007NAL0003667360001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Washington College Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Washington College Academy's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WASHINGTON COLLEGE ACADEMY.

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Plan health score

Top-tier plan health

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WASHINGTON COLLEGE ACADEMY

DBA

WASHINGTON COLLEGE ACADEMY

EIN

all filings

Address

116 DOAK LN · LIMESTONE, TN · 376813170

Phone

(423) 257-5155

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-18

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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