2023 Form 5500 filing — The Hathaway Brown School 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 20241014072942NAL0012968835001) for The Hathaway Brown School Retirement Plan, reported by Hathaway Brown School under EIN 34-0714426 and plan number 001. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072942NAL0012968835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hathaway Brown School
- EIN
- 34-0714426
- Plan number
- 001
- Location
- Shaker Heights, OH
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,128,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,128,820
- Employer contributions
- $721,183
- Participant contributions
- $1,031,970
- Total income / additions
- $8,222,464
- Benefits paid
- $2,244,371
- Administrative expenses
- $16,201
- Total expenses
- $2,260,572
- Net increase / (decrease)
- $5,961,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $16,501 | $0 |
| Maloney & Novotny LLC | AUDITOR | $10,700 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $3,939 | not reported in the loaded dataset |