How many benefit plans does Middlesex School report on Form 5500?

Middlesex School (EIN 04-2103821) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Middlesex School?

The Employer Identification Number (EIN) reported for Middlesex School is 04-2103821.

What is the latest Form 5500 filing year for Middlesex School?

The latest loaded Form 5500 filing year for Middlesex School is 2023.

Middlesex 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, Middlesex School (EIN 04-2103821) 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: 04-2103821
Location: Concord, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $41,760,184
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $41,760,184

Contributions & income

Employer contributions: $1,076,211
Participant contributions: $1,276,146
Total income / additions: $9,030,391

Expenses & distributions

Benefits paid / distributions: $2,362,541
Total expenses: $2,429,325
Net increase / (decrease): $6,601,066

Coverage

Total reported participants: 541
Plans with financial statements: 2
Plans with provider compensation: 2

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

Middlesex School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Middlesex School Savings Plan	003	275	$23,829,137	2023
Middlesex School Pension Account	005	266	$17,931,047	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Middlesex School
Year	Plan	Participants	Schedules	Filing
2023	Middlesex School Pension Account	266	H, C	20250613090328NAL0017727073001
2023	Middlesex School Savings Plan	275	H, C	20250613100722NAL0017489857001