Original filing (PDF)20241217115314NAL0001521811001

SUMMERFIELD WALDORF SCHOOL AND FARM

Name: SUMMERFIELD WALDORF SCHOOL AND FARM — SUMMERFIELD WALDORF SCHOOL AND FARM RETIREMENT PLAN, Form 5500 (2023)
Creator: SUMMERFIELD WALDORF SCHOOL AND FARM

Form 5500-SF

FILING_RECEIVED

SUMMERFIELD WALDORF SCHOOL AND FARM RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SUMMERFIELD WALDORF SCHOOL AND FARM.

Plan sponsor

Name

SUMMERFIELD WALDORF SCHOOL AND FARM

EIN

94-2248359

Address

655 WILLOWSIDE RD. · SANTA ROSA, CA · 95401

Phone

(707) 575-7194

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2024-12-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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