Lawrence 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, Lawrence Academy (EIN 04-2105775) is a plan sponsor located in Groton, MA 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
04-2105775
Location
Groton, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,810,669
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$32,810,669

Contributions & income

Employer contributions
$862,288
Participant contributions
$944,815
Total income / additions
$6,443,876

Expenses & distributions

Benefits paid / distributions
$2,721,012
Total expenses
$2,742,763
Net increase / (decrease)
$3,701,113

Coverage

Total reported participants
465
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

Lawrence Academy plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Lawrence Academy Retirement Plan001359$32,810,6692023
Lawrence Academy Life And Long Term Disability Plan502106not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lawrence Academy
YearPlanParticipantsSchedulesFiling
2023Lawrence Academy Retirement Plan359H, C20240708080936NAL0012046209001
2023Lawrence Academy Life And Long Term Disability Plan10620250120092318NAL0002020225001

Related Form 5500 pages