Roeper City And Country School Dba The Roeper 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, Roeper City And Country School Dba The Roeper School (EIN 38-1561062) is a plan sponsor located in Bloomfield Hills, MI 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
38-1561062
Location
Bloomfield Hills, MI
Loaded plans
3
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 Roeper City And Country School Dba The Roeper School

  • 3 loaded plans hold $18.8M in reported assets.
  • The largest, The Roeper School Savings And Match Plan, holds 100% of this company's reported plan assets.
  • Plans cover 447 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.8MSummed across loaded plans$18,795,794
Total reported assets$18.8M$18,795,794
Total reported participants447
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.8M total assets
Net assets$18.8MLiabilities$0
Contributions & income
Employer contributions$285.9K
Participant contributions$577.5K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%The Roeper School Savings And Match Plan
Participants per plan149Average across loaded plans
Loaded plans3
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 · 222 participants · 2023
  2. 2
    The Roeper School Life Insurance Plannot reported in the loaded dataset
    Plan #503 · 115 participants · 2023
  3. 3
    The Roeper School Long Term Disability Plannot reported in the loaded dataset
    Plan #502 · 110 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Roeper City And Country School Dba The Roeper School. Open one for its full reported snapshot.

  1. 2023
    The Roeper School Savings And Match Plan222 participants · 2Sch HSch C
    View filing →
  2. 2023
    The Roeper School Life Insurance Plan115 participants · 2No schedules
    View filing →
  3. 2023
    The Roeper School Long Term Disability Plan110 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Roeper City And Country School Dba The Roeper School report on Form 5500?
Roeper City And Country School Dba The Roeper School (EIN 38-1561062) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Roeper City And Country School Dba The Roeper School?
The Employer Identification Number (EIN) reported for Roeper City And Country School Dba The Roeper School is 38-1561062.
What is the latest Form 5500 filing year for Roeper City And Country School Dba The Roeper School?
The latest loaded Form 5500 filing year for Roeper City And Country School Dba The Roeper School is 2023.

Related Form 5500 pages