Plan5500

Eton 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, Eton Academy (EIN 38-2298096) is a plan sponsor located in Birmingham, 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
38-2298096
Location
Birmingham, MI
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 Eton Academy

  • 1 loaded plans hold $5.1M in reported assets.
  • The largest, Retirement Plan Of Eton Academy, holds 100% of this company's reported plan assets.
  • Plans cover 111 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1MSummed across loaded plans$5,126,709
Total reported assets$5.1M$5,126,709
Total reported participants111
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets
Net assets$5.1MLiabilities—
Contributions & income
Employer contributions$111.2K
Participant contributions$104.8K
Total income / additions$948.8K
Expenses & distributions
Benefits paid / distributions$323K
Total expenses$323K
Net increase / (decrease)$625.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Retirement Plan Of Eton Academy
Participants per plan111Average 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
    Retirement Plan Of Eton Academy$5.1M
    Plan #001 · 111 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 Eton Academy. Open one for its full reported snapshot.

  1. 2023
    Retirement Plan Of Eton Academy111 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Eton Academy report on Form 5500?
Eton Academy (EIN 38-2298096) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Eton Academy?
The Employer Identification Number (EIN) reported for Eton Academy is 38-2298096.
What is the latest Form 5500 filing year for Eton Academy?
The latest loaded Form 5500 filing year for Eton Academy is 2023.

Related Form 5500 pages