The Grammar School, Inc. 403(B) Plan — Form 5500 plan (The Grammar School, Inc.)
Plain-English plan 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 Grammar School, Inc. 403(B) Plan is a benefit plan reported by The Grammar School, Inc. under EIN 03-0211036 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $3,808,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Grammar School, Inc.
- EIN
- 03-0211036
- Plan number
- 001
- Plan type
- 2
- Location
- Putney, VT
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $3,808,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20250213091116NAL0022473921001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,808,480
- Net assets (EOY)
- $3,808,480
- Net assets (BOY)
- $2,978,166
Income & contributions
- Employer contributions
- $11,175
- Participant contributions
- $27,919
- Total income / additions
- $866,573
Expenses & distributions
- Benefits paid
- $35,759
- Total expenses
- $36,259
- Net increase / (decrease)
- $830,314
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.