Plan5500

Montverde Academy — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Montverde Academy (EIN 59-0657329) is a plan sponsor located in Montverde, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-0657329
Location
Montverde, FL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Montverde Academy

  • 3 loaded plans hold $17.1M in reported assets.
  • The largest, Montverde Academy Retirement Plan, holds 75% of this company's reported plan assets.
  • Plans cover 878 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.1MSummed across loaded plans$17,078,362
Total reported assets$17.1M$17,078,362
Total reported participants878
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$17.1M total assets
Net assets$17.1MLiabilities—
Contributions & income
Employer contributions$1.1M
Participant contributions$460.7K
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$629.9K
Total expenses$629.9K
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets75%Montverde Academy Retirement Plan
Participants per plan293Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Montverde Academy Retirement Plan$12.9M
    Plan #002 · 426 participants · 2023
  2. 2
    Montverde Academy Tda Plan$4.2M
    Plan #003 · 174 participants · 2023
  3. 3
    Montverde Academy Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 278 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Montverde Academy. Open one for its full reported snapshot.

  1. 2023
    Montverde Academy Health And Welfare Plan278 participants · 2No schedules
    View filing →
  2. 2023
    Montverde Academy Retirement Plan426 participants · 2Sch H
    View filing →
  3. 2023
    Montverde Academy Tda Plan174 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Montverde Academy report on Form 5500?
Montverde Academy (EIN 59-0657329) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Montverde Academy?
The Employer Identification Number (EIN) reported for Montverde Academy is 59-0657329.
What is the latest Form 5500 filing year for Montverde Academy?
The latest loaded Form 5500 filing year for Montverde Academy is 2023.

Related Form 5500 pages