Plan5500

Ums-Wright Preparatory 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, Ums-Wright Preparatory School (EIN 63-0310782) is a plan sponsor located in Mobile, AL with 3 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
63-0310782
Location
Mobile, AL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ums-Wright Preparatory School

  • 3 loaded plans hold $23.6M in reported assets.
  • The largest, Ums-Wright Preparatory School 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 653 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.6MSummed across loaded plans$23,555,546
Total reported assets$23.6M$23,555,546
Total reported participants653
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.6M total assets
Net assets$23.6MLiabilities$0
Contributions & income
Employer contributions$391.3K
Participant contributions$575.1K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ums-Wright Preparatory School 403(B) Plan
Participants per plan218Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ums-Wright Preparatory School 403(B) Plan$23.6M
    Plan #002 · 307 participants · 2023
  2. 2
    Ums-Wright Long Term Disability Plannot reported in the loaded dataset
    Plan #502 · 173 participants · 2023
  3. 3
    Ums-Wright Group Life Insurance Plannot reported in the loaded dataset
    Plan #503 · 173 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ums-Wright Preparatory School. Open one for its full reported snapshot.

  1. 2023
    Ums-Wright Group Life Insurance Plan173 participants · 2No schedules
    View filing →
  2. 2023
    Ums-Wright Long Term Disability Plan173 participants · 2No schedules
    View filing →
  3. 2023
    Ums-Wright Preparatory School 403(B) Plan307 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ums-Wright Preparatory School report on Form 5500?
Ums-Wright Preparatory School (EIN 63-0310782) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ums-Wright Preparatory School?
The Employer Identification Number (EIN) reported for Ums-Wright Preparatory School is 63-0310782.
What is the latest Form 5500 filing year for Ums-Wright Preparatory School?
The latest loaded Form 5500 filing year for Ums-Wright Preparatory School is 2023.

Related Form 5500 pages