2023 Form 5500 filing — The Harker School 401(A) Defined Contribution 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 20241014122200NAL0044463600001) for The Harker School 401(A) Defined Contribution Plan, reported by The Harker School under EIN 94-1613808 and plan number 001. It reports 856 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)$70.6MReported net assets$70,563,087
Participants856
Provider compensation$155.2K3 Schedule C row(s)$155,169
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014122200NAL0044463600001
- Plan sponsor
- The Harker School
- EIN
- 94-1613808
- Plan number
- 001
- Location
- San Jose, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$70.6M total assets
Net assets$70.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $70,563,087
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,563,087
- Employer contributions
- $3,493,915
- Total income / additions
- $14,348,383
- Benefits paid
- $3,415,320
- Administrative expenses
- $111,874
- Total expenses
- $3,527,194
- Net increase / (decrease)
- $10,821,189
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Benefits Group Inc | NONE | $56,492 | $0 |
| Tiaa- Teachers Insurance & Annuity | NONE | $50,257 | $0 |
| Nfp Retirement Inc | NONE | $48,420 | $0 |