Plan5500

Rex And Margaret Fortune School Of Education — 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, Rex And Margaret Fortune School Of Education (EIN 94-3187528) is a plan sponsor located in Sacramento, 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
94-3187528
Location
Sacramento, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.5MSummed across loaded plans$3,474,403
Total reported assets$3.5M$3,491,594
Total reported participants550
Total reported liabilities$17.2K$17,191

Reported net position

Reported assets = net assets + liabilities (summed)$3.5M total assets
Net assets$3.5MLiabilities$17.2K
Contributions & income
Employer contributions$236K
Participant contributions$440.8K
Total income / additions$992.4K
Expenses & distributions
Benefits paid / distributions$368.6K
Total expenses$404.2K
Net increase / (decrease)$588.2K

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%Fortune School Of Education 403(B) Retirement Plan
Participants per plan275Average 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
    Fortune School Of Education 403(B) Retirement Plan$3.5M
    Plan #002 · 362 participants · 2023
  2. 2
    Rex And Margaret Fortune School Of Education Welfare Benefit Plannot reported in the loaded dataset
    Plan #503 · 188 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rex And Margaret Fortune School Of Education
YearPlanParticipantsSchedulesFiling
2023Fortune School Of Education 403(B) Retirement Plan362H, C20250407173731NAL0010333811001
2023Rex And Margaret Fortune School Of Education Welfare Benefit Plan188—20250915222713NAL0001428337001

Related Form 5500 pages