The Ross School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Ross School (EIN 01-0880911) is a plan sponsor located in East Hampton, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0880911
Location
East Hampton, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,363,377
Total reported net assets (EOY)
$23,363,377

Contributions & income

Employer contributions
$54,660
Participant contributions
$365,877
Total income / additions
$3,571,943

Expenses & distributions

Benefits paid / distributions
$1,453,038
Total expenses
$1,453,301
Net increase / (decrease)
$2,118,642

Coverage

Total reported participants
378
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Ross School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Ross School Defined Contribution Retirement Plan001251$16,851,3572023
The Ross School Tax Deferred Annuity Plan002127$6,512,0202023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Ross School
YearPlanParticipantsSchedulesFiling
2023The Ross School Defined Contribution Retirement Plan251H, C20241015152519NAL0030161649001
2023The Ross School Tax Deferred Annuity Plan127H, C20241015152539NAL0048655488001

Related Form 5500 pages