How many benefit plans does Castilleja School Foundation report on Form 5500?

Castilleja School Foundation (EIN 94-0373222) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Castilleja School Foundation?

The Employer Identification Number (EIN) reported for Castilleja School Foundation is 94-0373222.

What is the latest Form 5500 filing year for Castilleja School Foundation?

The latest loaded Form 5500 filing year for Castilleja School Foundation is 2023.

Castilleja School Foundation — 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, Castilleja School Foundation (EIN 94-0373222) is a plan sponsor located in Palo Alto, CA with 2 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: 94-0373222
Location: Palo Alto, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $60,225,630
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $60,225,630

Contributions & income

Employer contributions: $1,185,260
Participant contributions: $1,709,517
Total income / additions: $12,450,709

Expenses & distributions

Benefits paid / distributions: $4,052,304
Total expenses: $4,095,733
Net increase / (decrease): $8,354,976

Coverage

Total reported participants: 450
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Castilleja School Foundation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Castilleja School Foundation Dc Plan	001	323	$60,225,630	2023
Castilleja School Foundation Welfare Benefit Plan	501	127	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Castilleja School Foundation
Year	Plan	Participants	Schedules	Filing
2023	Castilleja School Foundation Dc Plan	323	H, C	20241015115253NAL0047681536001
2023	Castilleja School Foundation Welfare Benefit Plan	127	—	20250117092851NAL0049717858001