Original filing (PDF)20241022104113NAL0003626160001

THE WINSTON SCHOOL SAN ANTONIO

Name: THE WINSTON SCHOOL SAN ANTONIO — THE WINSTON SCHOOL SAN ANTONIO 403B DEFINED CONTRIBUTION PLAN # 385604, Form 5500 (2023)
Creator: THE WINSTON SCHOOL SAN ANTONIO

Form 5500-SF

FILING_RECEIVED

THE WINSTON SCHOOL SAN ANTONIO 403B DEFINED CONTRIBUTION PLAN # 385604

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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 THE WINSTON SCHOOL SAN ANTONIO.

Plan sponsor

Name

THE WINSTON SCHOOL SAN ANTONIO

EIN

74-2529262

Address

PAM WORSHAM · 8565 EWING HALSELL DR · SAN ANTONIO, TX · 782293718

Phone

(828) 644-6493

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-10-22

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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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