Malvern Preparatory 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, Malvern Preparatory School (EIN 23-1352658) is a plan sponsor located in Malvern, PA with 1 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
23-1352658
Location
Malvern, PA
Loaded plans
1
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 Malvern Preparatory School

  • 1 loaded plans hold $26.4M in reported assets.
  • The largest, Malvern Preparatory School 403(B)(7) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 254 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.4MSummed across loaded plans$26,372,005
Total reported assets$26.4M$26,372,005
Total reported participants254
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.4M total assets
Net assets$26.4MLiabilities$0
Contributions & income
Employer contributions$629.9K
Participant contributions$981.2K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.8M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Malvern Preparatory School 403(B)(7) Plan
Participants per plan254Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 254 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Malvern Preparatory School. Open one for its full reported snapshot.

  1. 2023
    Malvern Preparatory School 403(B)(7) Plan254 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Malvern Preparatory School report on Form 5500?
Malvern Preparatory School (EIN 23-1352658) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Malvern Preparatory School?
The Employer Identification Number (EIN) reported for Malvern Preparatory School is 23-1352658.
What is the latest Form 5500 filing year for Malvern Preparatory School?
The latest loaded Form 5500 filing year for Malvern Preparatory School is 2023.

Related Form 5500 pages