Middlesex School

Massachusetts
Registered In
05/13/1901
Incorp. Date

Company Summary

Middlesex School at 1400 Lowell Rd, Concord, Ma 01742 lists Jason Robart and Robert M. Bass of Fort Worth, TX as associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Domestic
Company Type
School
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Mary Lou Boutwell Registered Agent
148 COMMONWEALTH AVENUE NO 201, BOSTON, MA 02116
Jason Robart President
Robert M. Bass Vice President
201 MAIN ST # 3100, FORT WORTH, TX 76102
Anne T. Bass Vice President
201 MAIN ST # 3100, FORT WORTH, TX 76102
Alexander Banker Director
Bret Stephens Director
Joy Connolly Director
Stanoy S. Tassev Director
3300 S OCEAN BLVD N402, PALM BEACH, FL 33480
Rodney Clark Director
Cass Sunstein Director
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1400 LOWELL RD, CONCORD, MA 01742 View Map

Financial Information for Middlesex School

Form 5500

MIDDLESEX SCHOOL

1400 Lowell Road P.O. Box 9122, Concord, Ma 01742 (978) 371-6589 EIN:04-2103821 Plan Admin:Therese Cunningham
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMIDDLESEX SCHOOL SAVINGS PLAN Plan #003 Participants BOY/EOY196 / 275 Assets BOY/EOY$18,522,399 / $19,271,409 2022 MIDDLESEX SCHOOL SAVINGS PLAN - Plan #003 196 / 275 $18,522,399 / $19,271,409
2022 Plan NameMIDDLESEX SCHOOL PENSION ACCOUNT Plan #005 Participants BOY/EOY248 / 266 Assets BOY/EOY$14,503,085 / $15,887,709 2022 MIDDLESEX SCHOOL PENSION ACCOUNT - Plan #005 248 / 266 $14,503,085 / $15,887,709
2022 Plan NameMIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN Plan #004 Participants BOY/EOY19 / 19 Assets BOY/EOY$5,140,678 / $4,424,960 2022 MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN - Plan #004 19 / 19 $5,140,678 / $4,424,960
2021 Plan NameMIDDLESEX SCHOOL SAVINGS PLAN Plan #003 Participants BOY/EOY208 / 196 Assets BOY/EOY$20,809,608 / $18,522,399 2021 MIDDLESEX SCHOOL SAVINGS PLAN - Plan #003 208 / 196 $20,809,608 / $18,522,399
2021 Plan NameMIDDLESEX SCHOOL PENSION ACCOUNT Plan #005 Participants BOY/EOY238 / 248 Assets BOY/EOY$16,578,436 / $14,503,085 2021 MIDDLESEX SCHOOL PENSION ACCOUNT - Plan #005 238 / 248 $16,578,436 / $14,503,085
2021 Plan NameMIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN Plan #004 Participants BOY/EOY19 / 19 Assets BOY/EOY$5,916,352 / $5,140,678 2021 MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN - Plan #004 19 / 19 $5,916,352 / $5,140,678
2021 Plan NameMIDDLESEX SCHOOL WELFARE BENEFIT PLAN Plan #511 Participants BOY/EOY150 / 150 Assets BOY/EOY$0 / $0 2021 MIDDLESEX SCHOOL WELFARE BENEFIT PLAN - Plan #511 150 / 150 $0 / $0
2020 Plan NameMIDDLESEX SCHOOL SAVINGS PLAN Plan #003 Participants BOY/EOY219 / 208 Assets BOY/EOY$18,036,525 / $20,809,608 2020 MIDDLESEX SCHOOL SAVINGS PLAN - Plan #003 219 / 208 $18,036,525 / $20,809,608
2020 Plan NameMIDDLESEX SCHOOL PENSION ACCOUNT Plan #005 Participants BOY/EOY227 / 238 Assets BOY/EOY$12,838,092 / $16,578,436 2020 MIDDLESEX SCHOOL PENSION ACCOUNT - Plan #005 227 / 238 $12,838,092 / $16,578,436
2020 Plan NameMIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN Plan #004 Participants BOY/EOY42 / 19 Assets BOY/EOY$5,436,356 / $5,916,352 2020 MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN - Plan #004 42 / 19 $5,436,356 / $5,916,352
2020 Plan NameMIDDLESEX SCHOOL WELFARE BENEFIT PLAN Plan #511 Participants BOY/EOY158 / 0 Assets BOY/EOY$0 / $0 2020 MIDDLESEX SCHOOL WELFARE BENEFIT PLAN - Plan #511 158 / 0 $0 / $0
2019 Plan NameMIDDLESEX SCHOOL SAVINGS PLAN Plan #003 Participants BOY/EOY220 / 219 Assets BOY/EOY$14,538,438 / $18,036,525 2019 MIDDLESEX SCHOOL SAVINGS PLAN - Plan #003 220 / 219 $14,538,438 / $18,036,525
2019 Plan NameMIDDLESEX SCHOOL PENSION ACCOUNT Plan #005 Participants BOY/EOY236 / 227 Assets BOY/EOY$10,285,115 / $12,838,092 2019 MIDDLESEX SCHOOL PENSION ACCOUNT - Plan #005 236 / 227 $10,285,115 / $12,838,092
2019 Plan NameMIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN Plan #004 Participants BOY/EOY51 / 42 Assets BOY/EOY$4,841,337 / $5,436,356 2019 MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN - Plan #004 51 / 42 $4,841,337 / $5,436,356
2019 Plan NameMIDDLESEX SCHOOL WELFARE BENEFIT PLAN Plan #511 Participants BOY/EOY149 / 0 Assets BOY/EOY$0 / $0 2019 MIDDLESEX SCHOOL WELFARE BENEFIT PLAN - Plan #511 149 / 0 $0 / $0
2019 Plan NameMIDDLESEX SCHOOL PENSION PLAN Plan #002 Participants BOY/EOY134 / 0 Assets BOY/EOY$20,197,646 / $0 2019 MIDDLESEX SCHOOL PENSION PLAN - Plan #002 134 / 0 $20,197,646 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

MIDDLESEX SCHOOL

PO Box 9122, Concord, Ma 01742-9122 EIN:04-2103821 Deductibility:Contributions are deductible Classification:Educational Organization Type:Secondary & High Schools
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps251 Contributions$6,254,153 Revenue$51,673,207 Expenses$46,626,306 Assets EOY$434,598,457 Liabilities$76,855,109 2022 251 $6,254,153 $51,673,207 $46,626,306 $434,598,457 $76,855,109
2021 # of Emps246 Contributions$8,099,190 Revenue$51,739,388 Expenses$42,792,209 Assets EOY$485,283,896 Liabilities$76,572,037 2021 246 $8,099,190 $51,739,388 $42,792,209 $485,283,896 $76,572,037
2020 # of Emps288 Contributions$10,134,044 Revenue$48,353,374 Expenses$41,913,982 Assets EOY$383,090,796 Liabilities$62,812,951 2020 288 $10,134,044 $48,353,374 $41,913,982 $383,090,796 $62,812,951
2019 # of Emps346 Contributions$19,119,380 Revenue$52,067,485 Expenses$42,358,097 Assets EOY$394,714,693 Liabilities$83,023,453 2019 346 $19,119,380 $52,067,485 $42,358,097 $394,714,693 $83,023,453
2018 # of Emps333 Contributions$15,320,385 Revenue$46,813,883 Expenses$39,077,395 Assets EOY$354,476,430 Liabilities$55,167,149 2018 333 $15,320,385 $46,813,883 $39,077,395 $354,476,430 $55,167,149
Tax Returns based on Form 990 & 990N.
Address Match:1400 Lowell Rd Concord, MA
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor Internal Revenue Service
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