Holy Innocents' Episcopal 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, Holy Innocents' Episcopal School, Inc. (EIN 58-1120296) is a plan sponsor located in Atlanta, GA 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
58-1120296
Location
Atlanta, GA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$60,298,385
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$60,298,385

Contributions & income

Employer contributions
$822,987
Participant contributions
$1,479,480
Total income / additions
$11,627,659

Expenses & distributions

Benefits paid / distributions
$3,477,264
Total expenses
$3,508,063
Net increase / (decrease)
$8,119,596

Coverage

Total reported participants
879
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

Holy Innocents' Episcopal School, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Holy Innocents' Episcopal School 403(B) Plan001592$60,298,3852023
Holy Innocents' Episcopal School Employee Health And Life Plan501287not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Holy Innocents' Episcopal School, Inc.
YearPlanParticipantsSchedulesFiling
2023Holy Innocents' Episcopal School 403(B) Plan592H, C20240731124518NAL0012682179001
2023Holy Innocents' Episcopal School Employee Health And Life Plan28720250224113913NAL0007296755001

Related Form 5500 pages