The Independence School, Inc. — 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 Independence School, Inc. (EIN 51-0225189) is a plan sponsor located in Newark, DE 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
51-0225189
Location
Newark, DE
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,357,577
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,357,577

Contributions & income

Employer contributions
$191,278
Participant contributions
$407,092
Total income / additions
$3,856,980

Expenses & distributions

Benefits paid / distributions
$1,338,058
Total expenses
$1,373,700
Net increase / (decrease)
$2,483,280

Coverage

Total reported participants
253
Plans with financial statements
1
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 Independence School, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Independence School, Inc. 403(B) Plan001190$21,357,5772023
The Independence School, Inc. Employee Benefit Plan50163not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Independence School, Inc.
YearPlanParticipantsSchedulesFiling
2023The Independence School, Inc. 403(B) Plan190H, C20241009100517NAL0018136065001
2023The Independence School, Inc. Employee Benefit Plan63C20250114144637NAL0019957329001

Related Form 5500 pages