Your Montessori 401k — Form 5500 plan (Your Montessori School, Inc.)
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, Your Montessori 401k is a benefit plan reported by Your Montessori School, Inc. under EIN 82-0754875 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $423,724 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Your Montessori School, Inc.
- EIN
- 82-0754875
- Plan number
- 001
- Plan type
- 2
- Location
- Arden, NC
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $423,724
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20250414082632NAL0001600881001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $423,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $423,724
- Net assets (BOY)
- $540,469
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$116,745
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$116,745
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.