How many benefit plans does Concord Academy report on Form 5500?

Concord Academy (EIN 04-1200600) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Concord Academy?

The Employer Identification Number (EIN) reported for Concord Academy is 04-1200600.

What is the latest Form 5500 filing year for Concord Academy?

The latest loaded Form 5500 filing year for Concord Academy is 2023.

Concord 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, Concord Academy (EIN 04-1200600) is a plan sponsor located in Concord, MA 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: 04-1200600
Location: Concord, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $66,957,630
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $66,957,630

Contributions & income

Employer contributions: $911,139
Participant contributions: $1,483,166
Total income / additions: $10,858,714

Expenses & distributions

Benefits paid / distributions: $3,661,509
Total expenses: $3,711,534
Net increase / (decrease): $7,147,180

Coverage

Total reported participants: 631
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

Concord Academy plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Concord Academy Defined Contribution And Tax-Deferred Annuity Plan	001	496	$66,957,630	2023
Concord Academy Premium Payment Plan	501	135	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Concord Academy
Year	Plan	Participants	Schedules	Filing
2023	Concord Academy Premium Payment Plan	135	—	20250211080454NAL0019367409001
2023	Concord Academy Defined Contribution And Tax-Deferred Annuity Plan	496	H, C	20250327120654NAL0017286961001