Harvard-Westlake School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Harvard-Westlake School (EIN 95-1644019) is a plan sponsor located in Studio City, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-1644019
Location
Studio City, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$197,511,077
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$197,511,077

Contributions & income

Employer contributions
$3,746,414
Participant contributions
$4,566,721
Total income / additions
$36,024,781

Expenses & distributions

Benefits paid / distributions
$6,280,382
Total expenses
$6,317,426
Net increase / (decrease)
$29,707,355

Coverage

Total reported participants
1,137
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Harvard-Westlake School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Harvard-Westlake School Defined Contribution Retirement Plan001805$197,511,0772023
Harvard-Westlake School Wrap Plan503332not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Harvard-Westlake School
YearPlanParticipantsSchedulesFiling
2023Harvard-Westlake School Wrap Plan33220240703191705NAL0010693792001
2023Harvard-Westlake School Defined Contribution Retirement Plan805H, C20240916173824NAL0001810017001

Related Form 5500 pages