2023 Form 5500 filing — Lee Montessori Public Charter School 403(B) Plan
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 20260220073445NAL0009855905001) for Lee Montessori Public Charter School 403(B) Plan, reported by Lee Montessori Public Charter School under EIN 45-4726453 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260220073445NAL0009855905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Montessori Public Charter School
- EIN
- 45-4726453
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,433,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,433,282
- Employer contributions
- $103,003
- Participant contributions
- $133,363
- Total income / additions
- $467,675
- Benefits paid
- $385,513
- Administrative expenses
- $960
- Total expenses
- $386,473
- Net increase / (decrease)
- $81,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Fa, Inc | OTHER SERVICES | $0 | $4,965 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $960 | $0 |