2023 Form 5500 filing — Near North Montessori School Tsa
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 20250514165457NAL0019244337002) for Near North Montessori School Tsa, reported by Near North Montessori School under EIN 36-2535895 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514165457NAL0019244337002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Near North Montessori School
- EIN
- 36-2535895
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,818,680
- Net assets (EOY)
- $12,818,680
- Employer contributions
- $368,311
- Participant contributions
- $650,532
- Total income / additions
- $2,531,751
- Benefits paid
- $1,780,989
- Administrative expenses
- $28,211
- Total expenses
- $1,809,200
- Net increase / (decrease)
- $722,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,708 | $0 |
| Axa Equitable Life Insurance Co | NONE | $1,400 | $20,265 |