Friends Select 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, Friends Select School (EIN 23-0604370) is a plan sponsor located in Philadelphia, PA 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
23-0604370
Location
Philadelphia, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$38,267,869
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$38,267,869

Contributions & income

Employer contributions
$575,263
Participant contributions
$763,668
Total income / additions
$6,415,076

Expenses & distributions

Benefits paid / distributions
$1,442,924
Total expenses
$1,523,276
Net increase / (decrease)
$4,891,800

Coverage

Total reported participants
374
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

Friends Select School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Friends Select School Retirement Plan001229$38,267,8692023
Friends Select School Insurance Plan501145not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Friends Select School
YearPlanParticipantsSchedulesFiling
2023Friends Select School Retirement Plan229H, C20241001081617NAL0006785617001
2023Friends Select School Insurance Plan14520250306045957NAL0019661138001

Related Form 5500 pages