Canterbury 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, Canterbury School (EIN 35-1410931) is a plan sponsor located in Fort Wayne, IN 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
35-1410931
Location
Fort Wayne, IN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,095,353
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,095,353

Contributions & income

Employer contributions
$314,421
Participant contributions
$661,756
Total income / additions
$4,273,130

Expenses & distributions

Benefits paid / distributions
$1,775,985
Total expenses
$1,850,023
Net increase / (decrease)
$2,423,107

Coverage

Total reported participants
330
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

Canterbury School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Canterbury School Retirement Plan001330$23,095,3532023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Canterbury School
YearPlanParticipantsSchedulesFiling
2023Canterbury School Retirement Plan330H, C20250625143406NAL0004648019001

Related Form 5500 pages