Harpeth Hall School Defined Contribution Retirement Plan — Form 5500 plan (Harpeth Hall 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, Harpeth Hall School Defined Contribution Retirement Plan is a benefit plan reported by Harpeth Hall School under EIN 62-0501916 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $44,968,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harpeth Hall School
- EIN
- 62-0501916
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $44,968,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241011090903NAL0036489808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,968,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,968,800
- Net assets (BOY)
- $38,788,428
Income & contributions
- Employer contributions
- $1,249,319
- Participant contributions
- $1,180,671
- Total contributions
- $2,568,368
- Total income / additions
- $9,083,277
Expenses & distributions
- Benefits paid
- $2,878,530
- Administrative expenses
- $24,375
- Total expenses
- $2,902,905
- Net increase / (decrease)
- $6,180,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lattimore Black Morgan & Cain | AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Access Retirement Services LLC | TPA | $11,375 | not reported in the loaded dataset | 2023 |