The Harker School 401(A) Defined Contribution Plan — Form 5500 plan (The Harker 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 Harker School 401(A) Defined Contribution Plan is a benefit plan reported by The Harker School under EIN 94-1613808 and plan number 001. The latest loaded filing year is 2023. The filing reports 856 participants and $70,563,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Harker School
- EIN
- 94-1613808
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 856
- End-of-year plan assets
- $70,563,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 856 | H, C | 20241014122200NAL0044463600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,563,087
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,563,087
- Net assets (BOY)
- $59,595,450
Income & contributions
- Employer contributions
- $3,493,915
- Total contributions
- $3,493,915
- Total income / additions
- $14,348,383
Expenses & distributions
- Benefits paid
- $3,415,320
- Administrative expenses
- $111,874
- Total expenses
- $3,527,194
- Net increase / (decrease)
- $10,821,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiduciary Benefits Group Inc | NONE | $56,492 | $0 | 2023 |
| Tiaa- Teachers Insurance & Annuity | NONE | $50,257 | $0 | 2023 |
| Nfp Retirement Inc | NONE | $48,420 | $0 | 2023 |