Plan5500

Robert Louis Stevenson 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, Robert Louis Stevenson School (EIN 94-1218745) is a plan sponsor located in Pebble Beach, 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
94-1218745
Location
Pebble Beach, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$53.6MSummed across loaded plans$53,615,797
Total reported assets$53.6M$53,615,797
Total reported participants543
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$53.6M total assets
Net assets$53.6MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$1.2M
Total income / additions$10.8M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.3M
Net increase / (decrease)$7.5M

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%Robert Louis Stevenson School Defined Contribution Retirement Plan
Participants per plan272Average 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
    Robert Louis Stevenson School Defined Contribution Retirement Plan$53.6M
    Plan #001 · 408 participants · 2023
  2. 2
    Robert Louis Stevenson School Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 135 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Robert Louis Stevenson School
YearPlanParticipantsSchedulesFiling
2023Robert Louis Stevenson School Defined Contribution Retirement Plan408H, C20241011145504NAL0012636995001
2023Robert Louis Stevenson School Health And Welfare Plan135—20241107125602NAL0021423506001

Related Form 5500 pages