Oakwood 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, Oakwood School (EIN 95-1698608) is a plan sponsor located in North Hollywood, 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
95-1698608
Location
North Hollywood, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$57,016,429
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$57,016,429

Contributions & income

Employer contributions
$1,096,331
Participant contributions
$1,537,097
Total income / additions
$9,565,519

Expenses & distributions

Benefits paid / distributions
$1,847,420
Total expenses
$1,923,581
Net increase / (decrease)
$7,641,938

Coverage

Total reported participants
529
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

Oakwood School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Oakwood School 403(B) Retirement Plan001357$57,016,4292023
Oakwood School Wrap Benefit Plan501172not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Oakwood School
YearPlanParticipantsSchedulesFiling
2023Oakwood School 403(B) Retirement Plan357H, C20241012164728NAL0040376992001
2023Oakwood School Wrap Benefit Plan17220250130154654NAL0001024161001

Related Form 5500 pages