The Rabbi Harry H. Epstein School, Inc. — 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, The Rabbi Harry H. Epstein School, Inc. (EIN 58-1164034) is a plan sponsor located in Atlanta, GA 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
58-1164034
Location
Atlanta, GA
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 The Rabbi Harry H. Epstein School, Inc.

  • 1 loaded plans hold $19M in reported assets.
  • The largest, The Epstein School Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 394 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$19MSummed across loaded plans$18,981,796
Total reported assets$19M$18,981,796
Total reported participants394
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19M total assets
Net assets$19MLiabilities$0
Contributions & income
Employer contributions$302.7K
Participant contributions$776.8K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$754.6K
Total expenses$820K
Net increase / (decrease)$2.8M

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%The Epstein School Retirement Plan
Participants per plan394Average 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 · 394 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Rabbi Harry H. Epstein School, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Epstein School Retirement Plan394 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Rabbi Harry H. Epstein School, Inc. report on Form 5500?
The Rabbi Harry H. Epstein School, Inc. (EIN 58-1164034) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Rabbi Harry H. Epstein School, Inc.?
The Employer Identification Number (EIN) reported for The Rabbi Harry H. Epstein School, Inc. is 58-1164034.
What is the latest Form 5500 filing year for The Rabbi Harry H. Epstein School, Inc.?
The latest loaded Form 5500 filing year for The Rabbi Harry H. Epstein School, Inc. is 2023.

Related Form 5500 pages