Plan5500

Triad Math & Science Academy Company — 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, Triad Math & Science Academy Company (EIN 20-8471670) is a plan sponsor located in Apex, NC 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
20-8471670
Location
Apex, NC
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.6MSummed across loaded plans$6,649,764
Total reported assets$6.6M$6,649,764
Total reported participants897
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.6M total assets
Net assets$6.6MLiabilities$0
Contributions & income
Employer contributions$733.5K
Participant contributions$924.3K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$638.8K
Total expenses$654.6K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Triad Math & Science Academy 401(K) Plan
Participants per plan449Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Triad Math & Science Academy 401(K) Plan$6.6M
    Plan #001 · 514 participants · 2023
  2. 2
    Triad / Triangle Math And Science Academy Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 383 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Triad Math & Science Academy Company
YearPlanParticipantsSchedulesFiling
2023Triad / Triangle Math And Science Academy Health And Welfare Plan383—20250225115244NAL0010478721001
2023Triad Math & Science Academy 401(K) Plan514H, C20250415125851NAL0001429859001

Related Form 5500 pages