Marin Academy — 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, Marin Academy (EIN 94-1186189) is a plan sponsor located in San Rafael, CA with 1 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
94-1186189
Location
San Rafael, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$44,731,981
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$44,731,981

Contributions & income

Employer contributions
$778,636
Participant contributions
$1,200,011
Total income / additions
$8,757,220

Expenses & distributions

Benefits paid / distributions
$2,958,820
Total expenses
$3,033,141
Net increase / (decrease)
$5,724,079

Coverage

Total reported participants
303
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

Marin Academy plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Marin Academy Defined Contribution Retirement Plan001303$44,731,9812023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Marin Academy
YearPlanParticipantsSchedulesFiling
2023Marin Academy Defined Contribution Retirement Plan303H, C20240926163238NAL0001671776001

Related Form 5500 pages