Lee Montessori Public Charter School 403(B) Plan — Form 5500 plan (Lee Montessori Public Charter 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, Lee Montessori Public Charter School 403(B) Plan is a benefit plan reported by Lee Montessori Public Charter School under EIN 45-4726453 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $1,433,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Montessori Public Charter School
- EIN
- 45-4726453
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $1,433,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20260220073445NAL0009855905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,433,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,433,282
- Net assets (BOY)
- $1,352,080
Income & contributions
- Employer contributions
- $103,003
- Participant contributions
- $133,363
- Total contributions
- $253,450
- Total income / additions
- $467,675
Expenses & distributions
- Benefits paid
- $385,513
- Administrative expenses
- $960
- Total expenses
- $386,473
- Net increase / (decrease)
- $81,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Fa, Inc | OTHER SERVICES | $0 | $4,965 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $960 | $0 | 2023 |