The Harvey School Retirement Plan — Form 5500 plan (The Harvey 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, The Harvey School Retirement Plan is a benefit plan reported by The Harvey School under EIN 13-1740454 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $14,350,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Harvey School
- EIN
- 13-1740454
- Plan number
- 001
- Plan type
- 2
- Location
- Katonah, NY
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $14,350,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H | 20241011131430NAL0012523891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,350,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,350,781
- Net assets (BOY)
- $12,529,212
Income & contributions
- Employer contributions
- $242,760
- Participant contributions
- $312,981
- Total contributions
- $559,551
- Total income / additions
- $2,503,899
Expenses & distributions
- Benefits paid
- $682,330
- Administrative expenses
- $0
- Total expenses
- $682,330
- Net increase / (decrease)
- $1,821,569
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.