Original filing (PDF)20240822131254NAL0005134481001

SUMMER ON THE HILL

Name: SUMMER ON THE HILL — SUMMER ON THE HILL 403(B) PLAN, Form 5500 (2023)
Creator: SUMMER ON THE HILL

Form 5500-SF

FILING_RECEIVED

SUMMER ON THE HILL 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMER ON THE HILL.

Plan sponsor

Name

SUMMER ON THE HILL

EIN

65-1232087

Address

4400 TIBBETT AVE. · BRONX, NY · 104713416

Phone

(718) 432-4116

Industry

Educational Servicessee all

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

2024-08-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Related plans

Similar-size Educational Services plans

INTERNATIONAL ASSOCIATION OF CAMPUS LAW ENFORCEMENT ADMINISTRATORS,INC

IACLEA RETIREMENT PLAN

$329K · 8 participants

AMITE INDEPENDENT SCHOOL DISTRICT

AMITE INDEPENDENT SCHOOL DISTRICT DBA OAK FOREST ACADEMY EMPLOYEES PENSION PLAN

$329K · 65 participants

DENVER HYBRID COLLEGE

DENVER HYBRID COLLEGE 401(K) PLAN

$330K · 17 participants

SUGINOKO HORIZONS INC

$329K · 50 participants

IMPROVING SCHOOLS, INC.

IMPROVING SCHOOLS, INC. 401(K) PLAN