Harvard-Westlake School Defined Contribution Retirement Plan — Form 5500 plan (Harvard-Westlake 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, Harvard-Westlake School Defined Contribution Retirement Plan is a benefit plan reported by Harvard-Westlake School under EIN 95-1644019 and plan number 001. The latest loaded filing year is 2023. The filing reports 805 participants and $197,511,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harvard-Westlake School
- EIN
- 95-1644019
- Plan number
- 001
- Plan type
- 2
- Location
- Studio City, CA
- Latest filing year
- 2023
- Participants
- 805
- End-of-year plan assets
- $197,511,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 805 | H, C | 20240916173824NAL0001810017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $197,511,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,511,077
- Net assets (BOY)
- $167,803,722
Income & contributions
- Employer contributions
- $3,746,414
- Participant contributions
- $4,566,721
- Total contributions
- $8,485,601
- Total income / additions
- $36,024,781
Expenses & distributions
- Benefits paid
- $6,280,382
- Administrative expenses
- $37,044
- Total expenses
- $6,317,426
- Net increase / (decrease)
- $29,707,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $37,044 | $0 | 2023 |