How many benefit plans does The Wheeler School report on Form 5500?

The Wheeler School (EIN 05-0259101) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Wheeler School?

The Employer Identification Number (EIN) reported for The Wheeler School is 05-0259101.

What is the latest Form 5500 filing year for The Wheeler School?

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

The Wheeler 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, The Wheeler School (EIN 05-0259101) is a plan sponsor located in Providence, RI 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: 05-0259101
Location: Providence, RI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $64,779,189
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $64,779,189

Contributions & income

Employer contributions: $1,128,278
Participant contributions: $1,494,080
Total income / additions: $11,027,565

Expenses & distributions

Benefits paid / distributions: $4,143,087
Total expenses: $4,183,673
Net increase / (decrease): $6,843,892

Coverage

Total reported participants: 589
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

The Wheeler School plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Wheeler School Defined Contribution Retirement Plan	001	441	$64,779,189	2023
The Wheeler School Health And Welfare Benefit Plan	501	148	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 The Wheeler School
Year	Plan	Participants	Schedules	Filing
2023	The Wheeler School Defined Contribution Retirement Plan	441	H, C	20240726145255NAL0033373586001
2023	The Wheeler School Health And Welfare Benefit Plan	148	—	20241205122102NAL0010319458001