How many benefit plans does The Overlake School report on Form 5500?

The Overlake School (EIN 91-0814431) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Overlake School?

The Employer Identification Number (EIN) reported for The Overlake School is 91-0814431.

What is the latest Form 5500 filing year for The Overlake School?

The latest loaded Form 5500 filing year for The Overlake School is 2023.

The Overlake 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, The Overlake School (EIN 91-0814431) is a plan sponsor located in Redmond, WA 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: 91-0814431
Location: Redmond, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $42,494,444
Total reported net assets (EOY): $42,494,444

Contributions & income

Employer contributions: $871,409
Participant contributions: $1,231,032
Total income / additions: $7,655,278

Expenses & distributions

Benefits paid / distributions: $2,590,878
Total expenses: $2,621,209
Net increase / (decrease): $5,034,069

Coverage

Total reported participants: 504
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

The Overlake School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Overlake School 403(B)	001	364	$42,494,444	2023
The Overlake School Employee Benefit Plan	501	140	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 The Overlake School
Year	Plan	Participants	Schedules	Filing
2023	The Overlake School Employee Benefit Plan	140	—	20241202181224NAL0001881105001
2023	Overlake School 403(B)	364	H, C	20250414130037NAL0001757745003