Harbor Country Day School 403(B) Dc Plan — Form 5500 plan (Harbor Country Day School)

Plain-English plan 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, Harbor Country Day School 403(B) Dc Plan is a benefit plan reported by Harbor Country Day School under EIN 11-1864959 and plan number 001. The latest loaded filing year is 2023. The filing reports 57 participants and $3,490,172 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbor Country Day School
EIN
11-1864959
Plan number
001
Plan type
2
Location
Saint James, NY
Latest filing year
2023
Participants
57
End-of-year plan assets
$3,490,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202357I20240408160442NAL0038642242001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,490,172
Net assets (EOY)
$3,490,172
Net assets (BOY)
$3,139,764

Income & contributions

Employer contributions
$23,614
Participant contributions
$47,227
Total income / additions
$541,571

Expenses & distributions

Benefits paid
$191,163
Total expenses
$191,163
Net increase / (decrease)
$350,408

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages