Plan5500

Pomfret 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, Pomfret School (EIN 06-0646784) is a plan sponsor located in Pomfret, CT 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
06-0646784
Location
Pomfret, CT
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.6MSummed across loaded plans$43,635,342
Total reported assets$43.6M$43,635,342
Total reported participants573
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.6M total assets
Net assets$43.6MLiabilities$0
Contributions & income
Employer contributions$781.1K
Participant contributions$937.6K
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Pomfret School 403(B) Retirement Plan
Participants per plan287Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pomfret School 403(B) Retirement Plan$43.6M
    Plan #001 · 437 participants · 2023
  2. 2
    Pomfret School Health And Welfare Plannot reported in the loaded dataset
    Plan #511 · 136 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pomfret School
YearPlanParticipantsSchedulesFiling
2023Pomfret School 403(B) Retirement Plan437H, C20241009115916NAL0010580883001
2023Pomfret School Health And Welfare Plan136—20241120175844NAL0002628291001

Related Form 5500 pages