Vail Mountain School 403(B) Dc Plan — Form 5500 plan (Vail Mountain School 403(B) Dc Plan)

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, Vail Mountain School 403(B) Dc Plan is a benefit plan reported by Vail Mountain School 403(B) Dc Plan under EIN 84-0533775 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $4,447,051 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.4MPlan net assets, end of year$4,447,051
Participants186Covered participants reported
Assets / participant$23.9KComputed: assets ÷ participants$23,909 (computed)
Provider compensationNone reported
Plan sponsor
Vail Mountain School 403(B) Dc Plan
EIN
84-0533775
Plan number
001
Plan type
2
Location
Vail, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H20241010235408NAL0012018163002
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)$4.4M total assets
Net assets$4.4MLiabilities
Money in vs. money out
Total income / additions$886.8K
Total expenses$193.3K
Benefits paid / distributions$193.3K
Contributions
Employer$292.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,447,051
Net assets (EOY)
$4,447,051
Net assets (BOY)
$3,753,609

Income & contributions

Employer contributions
$292,182
Total contributions
$292,182
Total income / additions
$886,750

Expenses & distributions

Benefits paid
$193,308
Total expenses
$193,308
Net increase / (decrease)
$693,442
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.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages