2023 Form 5500 filing — The Howard School, Inc. 401(K) 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 20250422120523NAL0007384000001) for The Howard School, Inc. 401(K) Plan, reported by The Howard School, Inc. under EIN 58-0611768 and plan number 002. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250422120523NAL0007384000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Howard School, Inc.
- EIN
- 58-0611768
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,628,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,628,586
- Employer contributions
- $432,227
- Participant contributions
- $543,794
- Total income / additions
- $2,395,285
- Benefits paid
- $1,229,773
- Administrative expenses
- $136,453
- Total expenses
- $1,366,226
- Net increase / (decrease)
- $1,029,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Millennium Advisory Services, Inc | ADVISOR | $43,479 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $35,727 | $0 |
| Sageview Advisory Group, LLC | ADVISOR | $29,585 | not reported in the loaded dataset |
| Aprio, Llp | AUDITOR | $11,550 | not reported in the loaded dataset |