Plan5500

Cardigan Mountain 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, Cardigan Mountain School (EIN 02-0223580) is a plan sponsor located in Caanan, NH 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
02-0223580
Location
Caanan, NH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cardigan Mountain School

  • 2 loaded plans hold $25M in reported assets.
  • The largest, Cardigan Mountain School Dc Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 448 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25MSummed across loaded plans$24,999,907
Total reported assets$25M$24,999,907
Total reported participants448
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25M total assets
Net assets$25MLiabilities$0
Contributions & income
Employer contributions$624.1K
Participant contributions$483.2K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Cardigan Mountain School Dc Retirement Plan
Participants per plan224Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cardigan Mountain School Dc Retirement Plan$25M
    Plan #001 · 343 participants · 2023
  2. 2
    Cardigan Mountain School Life And Disability Plannot reported in the loaded dataset
    Plan #502 · 105 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cardigan Mountain School. Open one for its full reported snapshot.

  1. 2023
    Cardigan Mountain School Dc Retirement Plan343 participants · 2Sch HSch C
    View filing →
  2. 2023
    Cardigan Mountain School Life And Disability Plan105 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cardigan Mountain School report on Form 5500?
Cardigan Mountain School (EIN 02-0223580) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cardigan Mountain School?
The Employer Identification Number (EIN) reported for Cardigan Mountain School is 02-0223580.
What is the latest Form 5500 filing year for Cardigan Mountain School?
The latest loaded Form 5500 filing year for Cardigan Mountain School is 2023.

Related Form 5500 pages