Plan5500

Hackley School 403(B) Dc And Tda Plan — Form 5500 plan (Hackley 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, Hackley School 403(B) Dc And Tda Plan is a benefit plan reported by Hackley School under EIN 13-1740452 and plan number 001. The latest loaded filing year is 2023. The filing reports 518 participants and $96,961,342 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hackley School
EIN
13-1740452
Plan number
001
Plan type
2
Location
Tarrytown, NY
Latest filing year
2023
Participants
518
End-of-year plan assets
$96,961,342

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023518H, C20241015095615NAL0016095411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,961,342
Total liabilities (EOY)
$0
Net assets (EOY)
$96,961,342
Net assets (BOY)
$82,645,356

Income & contributions

Employer contributions
$1,777,715
Participant contributions
$1,904,639
Total contributions
$3,796,516
Total income / additions
$17,317,247

Expenses & distributions

Benefits paid
$2,916,999
Administrative expenses
$84,262
Total expenses
$3,001,261
Net increase / (decrease)
$14,315,986

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insur & Annuity AssocRECORDKEEPER$63,363$02023
Resources Investment Advisors, Inc.INVESTMENT ADVISOR$13,932not reported in the loaded dataset2023
One Digital Investment AdvisorsINVESTMENT ADVISOR$6,966not reported in the loaded dataset2023

Related Form 5500 pages