Plan5500

Westbury Friends 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, Westbury Friends School (EIN 11-1847129) is a plan sponsor located in Westbury, NY 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
11-1847129
Location
Westbury, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Westbury Friends School

  • 2 loaded plans hold $1.1M in reported assets.
  • The largest, Westbury Friends School 403(B) Dc Plan 367055, holds 94% of this company's reported plan assets.
  • Plans cover 19 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,054,014
Total reported assets$1.1M$1,054,014
Total reported participants19
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$4.7K
Total income / additions$93.3K
Expenses & distributions
Benefits paid / distributions$690.8K
Total expenses$690.8K
Net increase / (decrease)-$597.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets94%Westbury Friends School 403(B) Dc Plan 367055
Participants per plan10Average 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
    Westbury Friends School 403(B) Dc Plan 367055$988K
    Plan #001 · 16 participants · 2023
  2. 2
    Westbury Friends School 403(B) Tda Plan 367056$66K
    Plan #002 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Westbury Friends School. Open one for its full reported snapshot.

  1. 2023
    Westbury Friends School 403(B) Tda Plan 3670563 participants · 2Sch I
    View filing →
  2. 2023
    Westbury Friends School 403(B) Dc Plan 36705516 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Westbury Friends School report on Form 5500?
Westbury Friends School (EIN 11-1847129) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Westbury Friends School?
The Employer Identification Number (EIN) reported for Westbury Friends School is 11-1847129.
What is the latest Form 5500 filing year for Westbury Friends School?
The latest loaded Form 5500 filing year for Westbury Friends School is 2023.

Related Form 5500 pages