Original filing (PDF)20240528165053NAL0022350018001

S.O.U.L . ACADEMY

Name: S.O.U.L . ACADEMY — S.O.U.L . ACADEMY 401(K), Form 5500 (2023)
Creator: S.O.U.L . ACADEMY

Form 5500-SF

FILING_RECEIVED

S.O.U.L . ACADEMY 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 S.O.U.L . ACADEMY.

Plan sponsor

Name

S.O.U.L . ACADEMY

EIN

86-3593832

Address

1955 NORTH FEDERAL HIGHWAY · SUITE 207 · POMAPANO BEACH, FL · 33062

Phone

(954) 829-1103

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

2024-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

POTOMAC GLEN DAY SCHOOL

POTOMAC GLEN DAY SCHOOL 401(K) PLAN

$13K · 15 participants

LODESTAR CHILDRENS SERVICES INC.

LODESTAR CHILDREN'S SERVICES 403B PLAN

$13K · 111 participants

BENEFACTORS COUNSEL

BENEFACTORS COUNSEL SOCA BENEFIT PLAN

$13K · 15 participants

CONCEPTS FOR ADAPTIVE LEARNING INC.

CONCEPTS FOR ADAPTIVE LEARNING INC 401(K) PROFIT SHARING PLAN AND TRUST

$13K · 7 participants

SMALL WONDERS CHILDCARE & PRESCH

SMALL WONDERS CHILDCARE AND PR 401(K) PROFIT SHARING PLAN & TRU