Plan5500

Bullis School 401(K) Plan — Form 5500 plan (Bullis 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, Bullis School 401(K) Plan is a benefit plan reported by Bullis School, Inc. under EIN 52-0635080 and plan number 003. The latest loaded filing year is 2023. The filing reports 419 participants and $41,117,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bullis School, Inc.
EIN
52-0635080
Plan number
003
Plan type
2
Location
Potomac, MD
Latest filing year
2023
Participants
419
End-of-year plan assets
$41,117,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023419H, C20250415131621NAL0001503779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,117,775
Total liabilities (EOY)
$0
Net assets (EOY)
$41,117,775
Net assets (BOY)
$34,743,163

Income & contributions

Employer contributions
$1,414,296
Participant contributions
$1,610,197
Total contributions
$3,060,602
Total income / additions
$8,240,682

Expenses & distributions

Benefits paid
$1,845,938
Administrative expenses
$20,132
Total expenses
$1,866,070
Net increase / (decrease)
$6,374,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$20,132$02023

Related Form 5500 pages