2023 Form 5500 filing — The Montessori School
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250216100715NAL0000647345001) for The Montessori School, reported by The Montessori School under EIN 23-1726671 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250216100715NAL0000647345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Montessori School
- EIN
- 23-1726671
- Plan number
- 001
- Location
- Dresher, PA
- Participants
- 26
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,782,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,782,077
- Employer contributions
- $27,894
- Participant contributions
- $25,797
- Total income / additions
- $312,737
- Administrative expenses
- $36,431
- Total expenses
- $36,761
- Net increase / (decrease)
- $275,976
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| C. Rose | ADVISOR | $1,446 | not reported in the loaded dataset |
| L. Rose | ADVISOR | $366 | not reported in the loaded dataset |
| R. Calhoun | ADVISOR | $152 | not reported in the loaded dataset |