Original filing (PDF)20250204134813NAL0015018544001

MONTESSORI CENTER SCHOOL AT SANTA BARBARA

Name: MONTESSORI CENTER SCHOOL AT SANTA BARBARA — MONTESSORI CENTER SCHOOL AT SANTA BARBARA 403B RETIREMENT PLAN, Form 5500 (2023)
Creator: MONTESSORI CENTER SCHOOL AT SANTA BARBARA

Form 5500-SF

FILING_RECEIVED

MONTESSORI CENTER SCHOOL AT SANTA BARBARA 403B RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

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 MONTESSORI CENTER SCHOOL AT SANTA BARBARA.

Plan sponsor

Name

MONTESSORI CENTER SCHOOL AT SANTA BARBARA

EIN

95-2774847

Address

401 NORTH FAIRVIEW AVENUE, 1 · GOLETA, CA · 931171732

Phone

(805) 683-9383

Industry

Educational Servicessee all

Plan administrator

Name

MONTESSORI CENTER SCHOOL AT SANTA BARBARA

EIN

95-2774847

City

GOLETA, CA

Phone

(805) 683-9383

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-04

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

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

Related plans

Similar-size Educational Services plans

SONORAN UNIVERSITY OF HEALTH SCI

SONORAN UNIVERSITY OF HEALTH SCIENCES 401(K) PLAN

$8.3M · 199 participants

NEBRASKA BANKERS ASSOCIATION

NEBRASKA BANKERS ASSOCIATION STAFF RETIREMENT PLAN

$8.3M · 28 participants

MOUNTAIN LAKE ACADEMY

MOUNTAIN LAKE ACADEMY 401(K) PLAN

$8.3M · 87 participants

LAGUNA COLLEGE OF ART & DESIGN

LAGUNA COLLEGE OF ART & DESIGN DEFINED CONTRIBUTION RETIREMENT PLAN

$8.3M · 104 participants

GREATER EDUCATIONAL OPPORTUNITIES FOUNDATION