2023 Form 5500 filing — Hackley School 403(B) Dc And Tda 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 20241015095615NAL0016095411001) for Hackley School 403(B) Dc And Tda Plan, reported by Hackley School under EIN 13-1740452 and plan number 001. It reports 518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095615NAL0016095411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hackley School
- EIN
- 13-1740452
- Plan number
- 001
- Location
- Tarrytown, NY
- Participants
- 518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,961,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,961,342
- Employer contributions
- $1,777,715
- Participant contributions
- $1,904,639
- Total income / additions
- $17,317,247
- Benefits paid
- $2,916,999
- Administrative expenses
- $84,262
- Total expenses
- $3,001,261
- Net increase / (decrease)
- $14,315,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insur & Annuity Assoc | RECORDKEEPER | $63,363 | $0 |
| Resources Investment Advisors, Inc. | INVESTMENT ADVISOR | $13,932 | not reported in the loaded dataset |
| One Digital Investment Advisors | INVESTMENT ADVISOR | $6,966 | not reported in the loaded dataset |