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The Montgomery Academy

Details

Name: The Montgomery Academy
Jurisdiction: Alabama
Legal type: Domestic Non-Profit Corporation
Status: Exists
Date of registration: 18 Mar 1959 (66 years ago)
Entity Number: 000-066-595
Register Number: 000066595
Place of Formation: Montgomery County
Principal Address: MONTGOMERY, AL

Activities OPERATE PRIVATE SCHOOL IN MONTGOMERY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND STAFF OF THE MONTGOMERY ACADEMY DC PLAN 365097 2015 630401358 2016-09-21 THE MONTGOMERY ACADEMY 296
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1960-09-01
Business code 611000
Sponsor’s telephone number 3342728210
Plan sponsor’s mailing address 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106
Plan sponsor’s address THE MONTGOMERY ACADEMY, 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106

Number of participants as of the end of the plan year
Active participants 189
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 102
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 3
Number of participants with account balances as of the end of the plan year 293
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2016-09-21
Name of individual signing AMY D FORREST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-21
Name of individual signing AMY D FORREST
Valid signature Filed with authorized/valid electronic signature
TIAA-CREF RETIREMENT PLAN FOR THE FACULITY AND STAFF OF THE MONTGOMERY ACADEMY DC PLAN 365097 2014 630401358 2015-10-14 THE MONTGOMERY ACADEMY 315
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1960-09-01
Business code 611000
Sponsor’s telephone number 3342728210
Plan sponsor’s mailing address 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106
Plan sponsor’s address THE MONTGOMERY ACADEMY, 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106

Number of participants as of the end of the plan year
Active participants 199
Other retired or separated participants entitled to future benefits 97
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 296

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing AMY FORREST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-14
Name of individual signing AMY FORREST
Valid signature Filed with authorized/valid electronic signature
TIAA-CREF RETIREMENT PLAN FOR THE FACULITY AND STAFF OF THE MONTGOMERY ACADEMY DC PLAN 365097 2013 630401358 2014-10-09 THE MONTGOMERY ACADEMY 320
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1960-09-01
Business code 611000
Sponsor’s telephone number 3342728210
Plan sponsor’s mailing address 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106
Plan sponsor’s address THE MONTGOMERY ACADEMY, 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106

Number of participants as of the end of the plan year
Active participants 242
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 72
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 291
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2014-10-09
Name of individual signing AMY FORREST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-09
Name of individual signing AMY FORREST
Valid signature Filed with authorized/valid electronic signature
TIAA-CREF RETIREMENT PLAN FOR THE FACULITY AND STAFF OF THE MONTGOMERY ACADEMY DC PLAN 365097 2012 630401358 2013-10-11 THE MONTGOMERY ACADEMY 314
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1960-09-01
Business code 611000
Sponsor’s telephone number 3342728210
Plan sponsor’s mailing address 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106
Plan sponsor’s address THE MONTGOMERY ACADEMY, 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106

Number of participants as of the end of the plan year
Active participants 261
Other retired or separated participants entitled to future benefits 59
Number of participants with account balances as of the end of the plan year 293

Signature of
Role Plan administrator
Date 2013-10-11
Name of individual signing AMY FORREST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-11
Name of individual signing AMY FORREST
Valid signature Filed with authorized/valid electronic signature
TIAA-CREF RETIREMENT PLAN FOR THE FACULITY AND STAFF OF THE MONTGOMERY ACADEMY DC PLAN 365097 2011 630401358 2012-10-11 THE MONTGOMERY ACADEMY 305
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1960-09-01
Business code 611000
Sponsor’s telephone number 3342728210
Plan sponsor’s mailing address 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106
Plan sponsor’s address THE MONTGOMERY ACADEMY, 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106

Plan administrator’s name and address
Administrator’s EIN 630401358
Plan administrator’s name THE MONTGOMERY ACADEMY
Plan administrator’s address 3240 VAUGHN ROAD, MONTGOMERY, AL, 36106
Administrator’s telephone number 3342728210

Number of participants as of the end of the plan year
Active participants 267
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 47
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 286
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2012-10-11
Name of individual signing AMY DRONE FORREST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-11
Name of individual signing AMY DRONE FORREST
Valid signature Filed with authorized/valid electronic signature

Incorporator

Name Role
FOLMAR, JAMES M MRS Incorporator
BEAR, CARL Incorporator
FLINN, HENRY SR Incorporator
GOODWYN, JUDGE JOHN Incorporator

Related by officers

BEAR, CARL

Youth Committee of Montgomery, Alabama

Related by address

MONTGOMERY, AL

A-1 Hurricane Fence Industries of Montgomery, Inc. AAA Builders, Inc. AAA Plumbing Pottery Corp. A. & B. Coffee Service, Inc. A-J Construction Co., Inc. A & M Furniture Mart, Inc. Academic and Athletic Excellence, Inc. A. Q. S. Incorporated A. T. A. Building, Inc. Ace Furniture Co., Inc.

Date of last update: 31 Jul 2024

Sources: Alabama Secretary of State

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