Original filing (PDF)20250725162032NAL0009033344001

THE SERRA PRESCHOOL

Name: THE SERRA PRESCHOOL — THE SERRA PRESCHOOL 403(B) PLAN, Form 5500 (2024)
Creator: THE SERRA PRESCHOOL

Form 5500-SF

FILING_RECEIVED

THE SERRA PRESCHOOL 403(B) PLAN

Defined-contribution retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 THE SERRA PRESCHOOL.

Plan sponsor

Name

THE SERRA PRESCHOOL

DBA

THE SERRA PRESCHOOL

EIN

91-2148841

Address

2443 FILLMORE ST PMB 368 · SAN FRANCISCO, CA · 941151814

Phone

(415) 743-0673

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

3C · Not intended to be qualified

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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SEFLIN (SOUTHEAST FLORIDA LIBRARY INFORMATION NETWORK), INC.