Original filing (PDF)20250507135437NAL0007900771001

HOLY NATIVITY EPISCOPAL PRIVATE SCHOOL OF BAY CO INC

Name: HOLY NATIVITY EPISCOPAL PRIVATE SCHOOL OF BAY CO INC — DEFINED CONTRIBUTIONS PLAN HOLY NATIVITY EPISCOPAL PRIVATE SCHOOL OF BAY CO INC., Form 5500 (2024)
Creator: HOLY NATIVITY EPISCOPAL PRIVATE SCHOOL OF BAY CO INC

Form 5500-SF

FILING_RECEIVED

DEFINED CONTRIBUTIONS PLAN HOLY NATIVITY EPISCOPAL PRIVATE SCHOOL OF BAY CO INC.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 HOLY NATIVITY EPISCOPAL PRIVATE SCHOOL OF BAY CO INC.

Plan sponsor

Name

HOLY NATIVITY EPISCOPAL PRIVATE SCHOOL OF BAY CO INC

EIN

72-1550162

Address

205 HAMILTON AVE · PANAMA CITY, FL · 324013817

Phone

—

Industry

Educational Servicessee all

Plan administrator

Name

CYNTHIA FULLER

EIN

72-1550162

City

PANAMA CITY, FL

Phone

—

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

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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