Wonderland Montessori Schools 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Wonderland Montessori Schools 401(k) Plan Facts (plan year 2020)

Plan name
WONDERLAND MONTESSORI SCHOOLS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WONDERLAND MONTESSORI SCHOOLS
Participants
155
Former employees with a balance
0
Employer contributions
$2,373 in plan year 2020 (18% of all contributions)
Recordkeeper
Tag Resources, Llc
Plan year
Jan 1, 2020 – Dec 15, 2020
Plan established
Jan 1, 2019
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 15, 2020), filed Jul 23, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $13,121 went into the plan in contributions, $2,373 of it from the employer (18%).
  • $31,212 was paid out to participants.
  • Investment and other income added $3,970.

How the Wonderland Montessori Schools 401(k) changed, 2019–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019158$16,590$4,348$0
2020 (final)155$0$2,373$31,212

Wonderland Montessori Schools 401(k) Contact Information

Phone
214-288-8687
Mailing address
1509 W. HEBRON PARKWAY #100, CARROLLTON TX 75010
Plan sponsor
WONDERLAND MONTESSORI SCHOOLS
Plan administrator
TAG RESOURCES, LLC
Employer identification number (EIN)
82-4398578
Plan number
001

Questions about the Wonderland Montessori Schools 401(k)

Is the Wonderland Montessori Schools 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020.

Does Wonderland Montessori Schools contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $2,373, 18% of all contributions.

Does the Wonderland Montessori Schools 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Wonderland Montessori Schools 401(k) plan?

155 participants at the start of plan year 2020.

Who manages the Wonderland Montessori Schools 401(k) accounts?

TAG RESOURCES, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

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