Belmont Hill 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, Belmont Hill School (EIN 04-2103870) is a plan sponsor located in Belmont, 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
04-2103870
Location
Belmont, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$61,515,377
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$61,515,377

Contributions & income

Employer contributions
$1,173,224
Participant contributions
$1,197,553
Total income / additions
$10,259,067

Expenses & distributions

Benefits paid / distributions
$5,045,756
Total expenses
$5,100,641
Net increase / (decrease)
$5,158,426

Coverage

Total reported participants
391
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

Belmont Hill School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Belmont Hill School Defined Contribution Retirement Plan001267$61,515,3772023
Belmont Hill School Employee Benefit Plan504124not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Belmont Hill School
YearPlanParticipantsSchedulesFiling
2023Belmont Hill School Defined Contribution Retirement Plan267H, C20240730081339NAL0019714193001
2023Belmont Hill School Employee Benefit Plan12420241216142409NAL0001257697001

Related Form 5500 pages