Plan5500

Harvard Club Of Boston — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Club Of Boston (EIN 04-1423320) is a plan sponsor located in Boston, MA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-1423320
Location
Boston, MA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Harvard Club Of Boston

  • 3 loaded plans hold $4.3M in reported assets.
  • The largest, Harvard Club Of Boston 401(K) Plan, holds 86% of this company's reported plan assets.
  • Plans cover 457 reported participants.
  • 3 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,209,266
Total reported assets$4.3M$4,306,788
Total reported participants457
Total reported liabilities$97.5K$97,522

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.2MLiabilities$97.5K
Contributions & income
Employer contributions$851.9K
Participant contributions$322.3K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$10M
Total expenses$10.3M
Net increase / (decrease)-$7.5M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets86%Harvard Club Of Boston 401(K) Plan
Participants per plan152Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Harvard Club Of Boston 401(K) Plan$3.7M
    Plan #002 · 72 participants · 2023
  2. 2
    Harvard Club Of Boston 401(K) Plan For Union Employees$524.1K
    Plan #003 · 130 participants · 2023
  3. 3
    Harvard Club Of Boston Retirement Plan For Employees$97.5K
    Plan #001 · 255 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Harvard Club Of Boston. Open one for its full reported snapshot.

  1. 2023
    Harvard Club Of Boston 401(K) Plan72 participants · 2Sch I
    View filing →
  2. 2023
    Harvard Club Of Boston 401(K) Plan For Union Employees130 participants · 2Sch I
    View filing →
  3. 2023
    Harvard Club Of Boston Retirement Plan For Employees255 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Harvard Club Of Boston report on Form 5500?
Harvard Club Of Boston (EIN 04-1423320) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Harvard Club Of Boston?
The Employer Identification Number (EIN) reported for Harvard Club Of Boston is 04-1423320.
What is the latest Form 5500 filing year for Harvard Club Of Boston?
The latest loaded Form 5500 filing year for Harvard Club Of Boston is 2023.

Related Form 5500 pages