The Buckley 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 Buckley School (EIN 95-1750023) is a plan sponsor located in Sherman Oaks, CA 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
95-1750023
Location
Sherman Oaks, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$70,031,996
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$70,031,996

Contributions & income

Employer contributions
$1,057,081
Participant contributions
$1,352,013
Total income / additions
$11,841,446

Expenses & distributions

Benefits paid / distributions
$2,387,411
Total expenses
$2,457,451
Net increase / (decrease)
$9,383,995

Coverage

Total reported participants
685
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 Buckley School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Buckley School Defined Contribution Plan001503$70,031,9962023
The Buckley School Health And Welfare Benefit Plan610182not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Buckley School
YearPlanParticipantsSchedulesFiling
2023The Buckley School Defined Contribution Plan503H, C20240703135627NAL0007327649001
2023The Buckley School Health And Welfare Benefit Plan18220250317103454NAL0001517681001

Related Form 5500 pages