Germantown 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, Germantown Academy (EIN 23-1352639) is a plan sponsor located in Fort Washington, 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
23-1352639
Location
Fort Washington, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$92,214,530
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$92,214,530

Contributions & income

Employer contributions
$1,594,898
Participant contributions
$1,695,359
Total income / additions
$15,326,735

Expenses & distributions

Benefits paid / distributions
$4,451,687
Total expenses
$4,496,240
Net increase / (decrease)
$10,830,495

Coverage

Total reported participants
914
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

Germantown Academy plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Germantown Academy Defined Contribution Plan001644$92,214,5302023
Germantown Academy Life And Disability Plan703270not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Germantown Academy
YearPlanParticipantsSchedulesFiling
2023Germantown Academy Defined Contribution Plan644H, C20241009082145NAL0036461298001
2023Germantown Academy Life And Disability Plan27020250311102727NAL0017435089001

Related Form 5500 pages