The Jemicy School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Jemicy School
  • Sponsor EIN: 520976194
  • Sponsor Address: 11 CELADON ROAD, OWINGS MILLS, MD, 211173009
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 169
  • Total Assets: $23.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023169$23.5M$635,026$903,371
2022170$19.9M$564,899$831,351

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