How many benefit plans does Carroll School report on Form 5500?

Carroll School (EIN 04-2145258) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Carroll School?

The Employer Identification Number (EIN) reported for Carroll School is 04-2145258.

What is the latest Form 5500 filing year for Carroll School?

The latest loaded Form 5500 filing year for Carroll School is 2023.

Carroll 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, Carroll School (EIN 04-2145258) is a plan sponsor located in Lincoln, MA with 1 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: 04-2145258
Location: Lincoln, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $31,842,690
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $31,842,690

Contributions & income

Employer contributions: $653,226
Participant contributions: $1,554,204
Total income / additions: $7,485,607

Expenses & distributions

Benefits paid / distributions: $3,174,038
Total expenses: $3,213,408
Net increase / (decrease): $4,272,199

Coverage

Total reported participants: 585
Plans with financial statements: 1
Plans with provider compensation: 1

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

Carroll School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Carroll School Retirement Plan	001	375	$31,842,690	2023
Carroll School Welfare Plan	510	210	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carroll School
Year	Plan	Participants	Schedules	Filing
2023	The Carroll School Retirement Plan	375	H, C	20240717111039NAL0007056464001
2023	Carroll School Welfare Plan	210	—	20241009102713NAL0019016753001