The Howard School, Inc. 401(K) Plan — Form 5500 plan (The Howard School, Inc.)
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 Howard School, Inc. 401(K) Plan is a benefit plan reported by The Howard School, Inc. under EIN 58-0611768 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $11,628,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Howard School, Inc.
- EIN
- 58-0611768
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $11,628,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20250422120523NAL0007384000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,628,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,628,586
- Net assets (BOY)
- $10,599,527
Income & contributions
- Employer contributions
- $432,227
- Participant contributions
- $543,794
- Total contributions
- $976,021
- Total income / additions
- $2,395,285
Expenses & distributions
- Benefits paid
- $1,229,773
- Administrative expenses
- $136,453
- Total expenses
- $1,366,226
- Net increase / (decrease)
- $1,029,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millennium Advisory Services, Inc | ADVISOR | $43,479 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $35,727 | $0 | 2023 |
| Sageview Advisory Group, LLC | ADVISOR | $29,585 | not reported in the loaded dataset | 2023 |
| Aprio, Llp | AUDITOR | $11,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Howard School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Millennium Advisory Services, Inc — Schedule C compensation
- Tiaa — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Aprio, Llp — Schedule C compensation