The Athenian 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, The Athenian School (EIN 94-6070808) is a plan sponsor located in Danville, 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
94-6070808
Location
Danville, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$35,717,993
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$35,717,993

Contributions & income

Employer contributions
$760,017
Participant contributions
$1,265,331
Total income / additions
$7,124,239

Expenses & distributions

Benefits paid / distributions
$2,543,538
Total expenses
$2,609,318
Net increase / (decrease)
$4,514,921

Coverage

Total reported participants
439
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

The Athenian School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Athenian School 403(B) Plan001325$35,717,9932023
The Athenian School Health And Welfare Benefit Plan501114not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Athenian School
YearPlanParticipantsSchedulesFiling
2023The Athenian School Health And Welfare Benefit Plan11420240607134833NAL0011076691001
2023The Athenian School 403(B) Plan325H, C20240805114704NAL0000649763001

Related Form 5500 pages