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COMMUNITY MONTESSORI SCHOOL, INC.

Company Details

Name: COMMUNITY MONTESSORI SCHOOL, INC.
Jurisdiction: Kentucky
Profit or Non-Profit: Non-profit
Legal type: Kentucky Corporation
Status: Active
Standing: Good
File Date: 13 May 1970 (55 years ago)
Organization Date: 13 May 1970 (55 years ago)
Last Annual Report: 11 Mar 2024 (10 months ago)
Organization Number: 0010824
Industry: Educational Services
Number of Employees: Medium (20-99)
ZIP code: 40503
Primary County: Fayette
Principal Office: 725 STONE ROAD, LEXINGTON, KY 40503
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2023 610713317 2024-03-25 COMMUNITY MONTESSORI SCHOOL 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s DBA name COMMUNITY MONTESSORI SCHOOL
Plan sponsor’s address 725 STONE RD, LEXINGTON, KY, 405032835

Signature of

Role Plan administrator
Date 2024-03-25
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-25
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
COMMUNITY MONTESSORI SCHOOL ASO BENEFIT PLAN 2022 600713317 2024-03-25 COMMUNITY MONTESSORI SCHOOL, INC. 10
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2022-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s DBA name COMMUNITY MONTESSORI SCHOOL
Plan sponsor’s address 725 STONE RD, LEXINGTON, KY, 405032835

Signature of

Role Plan administrator
Date 2024-03-25
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-25
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2022 610713317 2023-03-18 COMMUNITY MONTESSORI SCHOOL, INC. 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATOR OF COMMUNITY MONTESSORI SCHOOL 2021 610713317 2023-03-18 COMMUNITY MONTESSORI SCHOOL, INC. 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2020 610713317 2021-06-15 COMMUNITY MONTESSORI SCHOOL, INC. 36
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2021-06-15
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2019 610713317 2020-07-09 COMMUNITY MONTESSORI SCHOOL, INC. 32
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2020-07-06
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2018 610713317 2019-06-19 COMMUNITY MONTESSORI SCHOOL, INC. 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2019-06-19
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2017 610713317 2018-07-10 COMMUNITY MONTESSORI SCHOOL, INC. 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2018-07-09
Name of individual signing ANNE GRAY
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2016 610713317 2017-07-03 COMMUNITY MONTESSORI SCHOOL, INC. 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2017-06-29
Name of individual signing ANNE GRAY
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2015 610713317 2016-05-26 COMMUNITY MONTESSORI SCHOOL, INC. 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2016-05-24
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/14/20150714140004P040113210625006.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2015-07-14
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/18/20140718103001P030013517759002.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2014-07-17
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/08/20130708123109P030287464163002.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2013-07-08
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/16/20120716100017P030005295362005.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Plan administrator’s name and address

Administrator’s EIN 610713317
Plan administrator’s name COMMUNITY MONTESSORI SCHOOL, INC.
Plan administrator’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503
Administrator’s telephone number 8592774805

Signature of

Role Plan administrator
Date 2012-07-16
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/20/20110720100321P040099808577010.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Plan administrator’s name and address

Administrator’s EIN 610713317
Plan administrator’s name COMMUNITY MONTESSORI SCHOOL INC
Plan administrator’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503
Administrator’s telephone number 8592774805

Signature of

Role Plan administrator
Date 2011-07-20
Name of individual signing JANET ASHBY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/26/20100726164356P040031057559014.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Plan administrator’s name and address

Administrator’s EIN 610713317
Plan administrator’s name COMMUNITY MONTESSORI SCHOOL INC
Plan administrator’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503
Administrator’s telephone number 8592774805

Signature of

Role Plan administrator
Date 2010-07-26
Name of individual signing JANET ASHBY
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
MARLA G ROSS Registered Agent

President

Name Role
Paul Hickner President

Secretary

Name Role
Nathan McConathy Secretary

Director

Name Role
Fareesh Kanga Director
Rebecca Bralts Director
Shreya Buch Director
Joshua Jones Director
Zach Brien Director
Kevin Brewer Director

Treasurer

Name Role
Chris Sweat Treasurer

Former Company Names

Name Action
MONTESSORI MIDDLE SCHOOL OF KENTUCKY, INCORPORATED Merger

Filings

Name File Date
Annual Report 2024-03-11
Annual Report 2023-03-16
Annual Report 2022-03-07
Annual Report 2021-05-19
Annual Report 2020-06-01
Annual Report 2019-05-29
Registered Agent name/address change 2019-05-29
Registered Agent name/address change 2018-05-09
Annual Report 2018-02-08
Registered Agent name/address change 2017-04-18

Date of last update: 04 Nov 2024

Sources: Kentucky Secretary of State