The Columbus Academy Defined Contribution Retirement Plan — Form 5500 plan (The Columbus Academy)
Plain-English plan 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 Columbus Academy Defined Contribution Retirement Plan is a benefit plan reported by The Columbus Academy under EIN 31-4379445 and plan number 002. The latest loaded filing year is 2023. The filing reports 443 participants and $79,864,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Columbus Academy
- EIN
- 31-4379445
- Plan number
- 002
- Plan type
- 2
- Location
- Gahanna, OH
- Latest filing year
- 2023
- Participants
- 443
- End-of-year plan assets
- $79,864,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 443 | H, C | 20250414100948NAL0002941360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,864,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,864,360
- Net assets (BOY)
- $70,824,252
Income & contributions
- Employer contributions
- $1,407,277
- Participant contributions
- $1,720,620
- Total contributions
- $3,386,983
- Total income / additions
- $13,047,043
Expenses & distributions
- Benefits paid
- $4,004,698
- Administrative expenses
- $2,121
- Total expenses
- $4,006,935
- Net increase / (decrease)
- $9,040,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $2,121 | $0 | 2023 |