How big is Summerfield Waldorf School and Farm's plan?

Summerfield Waldorf School and Farm's plan reported $1.8M in assets and 91 participants for 2023.

Original filing (PDF)20241217115314NAL0001521811001

Summerfield Waldorf School and Farm

Name: Summerfield Waldorf School and Farm — Summerfield, Form 5500 (2023)
Creator: Summerfield Waldorf School and Farm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summerfield Waldorf School and Farm Retirement Plan

401(k) retirement plan · Summerfield Waldorf School and Farm's Summerfield Waldorf School and Farm Retirement Plan held $1.8M in plan assets for 91 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Summerfield Waldorf School and Farm's EIN is 94-2248359.

EIN 94-2248359

Plan number 001

Plan year 2023

ACK ID 20241217115314NAL0001521811001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Summerfield Waldorf School and Farm from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Summerfield Waldorf School and Farm's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMERFIELD WALDORF SCHOOL AND FARM.

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Plan health score

Above-average plan

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

Knocking points off