The Columbus Academy Defined Contribution Retirement Plan — Form 5500 plan (The Columbus Academy)

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 Columbus Academy Defined Contribution Retirement Plan is a benefit plan reported by The Columbus Academy under EIN 31-4379445 and plan number 002. The latest loaded filing year is 2023. The filing reports 443 participants and $79,864,360 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$79.9MPlan net assets, end of year$79,864,360
Participants443Covered participants reported
Assets / participant$180.3KComputed: assets ÷ participants$180,281 (computed)
Provider compensation$2.1K1 Schedule C provider row(s)$2,121
Plan sponsor
The Columbus Academy
EIN
31-4379445
Plan number
002
Plan type
2
Location
Gahanna, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023443H, C20250414100948NAL0002941360001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$79.9M total assets
Net assets$79.9MLiabilities$0
Money in vs. money out
Total income / additions$13M
Total expenses$4M
Benefits paid / distributions$4M
Contributions
Employer$1.4M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$79,864,360
Total liabilities (EOY)
$0
Net assets (EOY)
$79,864,360
Net assets (BOY)
$70,824,252

Income & contributions

Employer contributions
$1,407,277
Participant contributions
$1,720,620
Total contributions
$3,386,983
Total income / additions
$13,047,043

Expenses & distributions

Benefits paid
$4,004,698
Administrative expenses
$2,121
Total expenses
$4,006,935
Net increase / (decrease)
$9,040,108
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$2,121$02023

Related Form 5500 pages