Original filing (PDF)20231127104933NAL0009586864001

LAKE TAHOE SCHOOL

Name: LAKE TAHOE SCHOOL — LAKE TAHOE SCHOOL 403(B) PLAN, Form 5500 (2022)
Creator: LAKE TAHOE SCHOOL

Form 5500-SF

FILING_RECEIVED

LAKE TAHOE SCHOOL 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 LAKE TAHOE SCHOOL.

Plan sponsor

Name

LAKE TAHOE SCHOOL

EIN

88-0868862

Address

995 TAHOE BLVD. · INCLINE VILLAGE, NV · 894519500

Phone

(775) 831-5828

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2023-11-27

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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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