2023 Form 5500 filing — Harcum College Defined Contribution 403b Retirement 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 20240913104923NAL0009805889001) for Harcum College Defined Contribution 403b Retirement Plan, reported by Harcum College under EIN 23-1424055 and plan number 001. It reports 605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants605

Provider compensation$50.6K4 Schedule C row(s)$50,648

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240913104923NAL0009805889001
Plan sponsor: Harcum College
EIN: 23-1424055
Plan number: 001
Location: Bryn Mawr, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$3.2M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$233.4K

Participant$588.7K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $233,441
Participant contributions: $588,733
Total income / additions: $3,154,236
Benefits paid: $1,203,417
Administrative expenses: $50,198
Total expenses: $1,255,380
Net increase / (decrease): $1,898,856

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Resources Investment Advisors, Inc.$15K
INVESTMENT ADVISOR/TPA · Direct $15K
2
Baker Tilly Us, Llp$14.2K
AUDITOR · Direct $14.2K
3
Tiaa$13.8K
RECORDKEEPER · Direct $13.8K · Indirect $0
4
Onedigital Investment Advisors$7.7K
ADVISOR · Direct $7.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913104923NAL0009805889001 cover?: It is the 2023 Form 5500 filing for Harcum College Defined Contribution 403b Retirement Plan, reported by Harcum College (EIN 23-1424055).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).