2023 Form 5500 filing — The Harker School 403(B) Tax-Deferred Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725145159NAL0014702081001) for The Harker School 403(B) Tax-Deferred Annuity Plan, reported by The Harker School under EIN 94-1613808 and plan number 002. It reports 1,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725145159NAL0014702081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Harker School
- EIN
- 94-1613808
- Plan number
- 002
- Location
- San Jose, CA
- Participants
- 1,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,779,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,779,627
- Participant contributions
- $4,310,572
- Total income / additions
- $13,110,440
- Benefits paid
- $1,424,783
- Administrative expenses
- $76,511
- Total expenses
- $1,501,294
- Net increase / (decrease)
- $11,609,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | NONE | $45,463 | $0 |
| Tiaa | NONE | $39,884 | $0 |
| Fiduciary Benefits Group Inc | NONE | $16,474 | $0 |
| Blackrock Advisors LLC | NONE | $0 | $0 |
| Cref-Tiaa-Cref Investment Managemen | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| American Century Investments | NONE | $0 | $0 |
| Tiaa-Cref Mutual Funds - Teachers A | NONE | $0 | $0 |
| Vanguard | NONE | $0 | $0 |