How many benefit plans does Bullis School, Inc. report on Form 5500?

Bullis School, Inc. (EIN 52-0635080) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Bullis School, Inc.?

The Employer Identification Number (EIN) reported for Bullis School, Inc. is 52-0635080.

What is the latest Form 5500 filing year for Bullis School, Inc.?

The latest loaded Form 5500 filing year for Bullis School, Inc. is 2023.

Bullis 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, Bullis School, Inc. (EIN 52-0635080) is a plan sponsor located in Potomac, MD 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: 52-0635080
Location: Potomac, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $41,117,775
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $41,117,775

Contributions & income

Employer contributions: $1,414,296
Participant contributions: $1,610,197
Total income / additions: $8,240,682

Expenses & distributions

Benefits paid / distributions: $1,845,938
Total expenses: $1,866,070
Net increase / (decrease): $6,374,612

Coverage

Total reported participants: 646
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

Bullis School, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Bullis School 401(K) Plan	003	419	$41,117,775	2023
Bullis School, Inc. Welfare Benefit Plan	502	227	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 Bullis School, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Bullis School, Inc. Welfare Benefit Plan	227	—	20250117114325NAL0050789826001
2023	Bullis School 401(K) Plan	419	H, C	20250415131621NAL0001503779001