Fairmont Schools, 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, Fairmont Schools, Inc. (EIN 95-3046467) is a plan sponsor located in Anaheim, 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
95-3046467
Location
Anaheim, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,186,186
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$27,186,186

Contributions & income

Employer contributions
$680,299
Participant contributions
$1,533,813
Total income / additions
$5,745,290

Expenses & distributions

Benefits paid / distributions
$2,451,164
Total expenses
$2,526,270
Net increase / (decrease)
$3,219,020

Coverage

Total reported participants
938
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

Fairmont Schools, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Fairmont Schools, Inc. 401(K) Profit Sharing Plan002541$27,186,1862023
Fairmont Schools, Inc. Health And Welfare Plan502397not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fairmont Schools, Inc.
YearPlanParticipantsSchedulesFiling
2023Fairmont Schools, Inc. Health And Welfare Plan39720250124151717NAL0013527760001
2023Fairmont Schools, Inc. 401(K) Profit Sharing Plan541H, C20260514132424NAL0016651522001

Related Form 5500 pages