The Montessori School — Form 5500 plan (The Montessori School)
Plain-English plan 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, The Montessori School is a benefit plan reported by The Montessori School under EIN 23-1726671 and plan number 001. The latest loaded filing year is 2023. The filing reports 26 participants and $1,782,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Montessori School
- EIN
- 23-1726671
- Plan number
- 001
- Plan type
- 2
- Location
- Dresher, PA
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $1,782,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I, C | 20250216100715NAL0000647345001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,782,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,782,077
- Net assets (BOY)
- $1,506,101
Income & contributions
- Employer contributions
- $27,894
- Participant contributions
- $25,797
- Total income / additions
- $312,737
Expenses & distributions
- Administrative expenses
- $36,431
- Total expenses
- $36,761
- Net increase / (decrease)
- $275,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| C. Rose | ADVISOR | $1,446 | not reported in the loaded dataset | 2023 |
| L. Rose | ADVISOR | $366 | not reported in the loaded dataset | 2023 |
| R. Calhoun | ADVISOR | $152 | not reported in the loaded dataset | 2023 |