Shipley 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, Shipley School (EIN 23-1352677) is a plan sponsor located in Bryn Mawr, PA 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
23-1352677
Location
Bryn Mawr, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$48,632,945
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$48,632,945

Contributions & income

Employer contributions
$784,929
Participant contributions
$979,450
Total income / additions
$8,466,196

Expenses & distributions

Benefits paid / distributions
$3,870,454
Total expenses
$3,918,325
Net increase / (decrease)
$4,547,871

Coverage

Total reported participants
795
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

Shipley School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Shipley School Defined Contribution Retirement Plan001624$48,632,9452023
The Shipley School Health And Welfare Plan505171not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Shipley School
YearPlanParticipantsSchedulesFiling
2023Shipley School Defined Contribution Retirement Plan624H, C20240730092002NAL0031371104001
2023The Shipley School Health And Welfare Plan17120250325073623NAL0007580771001

Related Form 5500 pages