How big is Montessori New Beginnings Academy's plan?

Montessori New Beginnings Academy's plan reported $1.5M in assets and 40 participants for 2024.

Original filing (PDF)20250708205452NAL0005055361001

Montessori New Beginnings Academy

Name: Montessori New Beginnings Academy — Montessori New, Form 5500 (2024)
Creator: Montessori New Beginnings Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montessori New Beginnings 403(b) Defined Contribution Retirement Plan

403(b) retirement plan · Montessori New Beginnings Academy's Montessori New Beginnings 403(b) Defined Contribution Retirement Plan held $1.5M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Rebecca Bernard signed Montessori New Beginnings Academy's 2024 Form 5500 as plan administrator.

Rebecca Bernard — 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

Montessori New Beginnings Academy's EIN is 75-2126636.

EIN 75-2126636

Plan number 001

Plan year 2024

ACK ID 20250708205452NAL0005055361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montessori New Beginnings Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montessori New Beginnings 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 MONTESSORI NEW BEGINNINGS 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