Plan5500

St. Paul Academy And Summit 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, St. Paul Academy And Summit School (EIN 41-0943433) is a plan sponsor located in Saint Paul, MN 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
41-0943433
Location
Saint Paul, MN
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.9MSummed across loaded plans$56,933,744
Total reported assets$56.9M$56,933,744
Total reported participants598
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$56.9M total assets
Net assets$56.9MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$991.7K
Total income / additions$10.5M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4M
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%St. Paul Academy And Summit School 403(B) Dc Plan
Participants per plan299Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    St. Paul Academy And Summit School 403(B) Dc Plan$56.9M
    Plan #001 · 424 participants · 2023
  2. 2
    St. Paul Academy And Summit School Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 174 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for St. Paul Academy And Summit School
YearPlanParticipantsSchedulesFiling
2023St. Paul Academy And Summit School 403(B) Dc Plan424H, C20240523090743NAL0002381331001
2023St. Paul Academy And Summit School Welfare Benefit Plan174—20241029093618NAL0002600531001

Related Form 5500 pages