Harmony Hill School, Inc. — 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, Harmony Hill School, Inc. (EIN 05-0369168) is a plan sponsor located in Chepachet, RI with 1 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
05-0369168
Location
Chepachet, RI
Loaded plans
1
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 Harmony Hill School, Inc.

  • 1 loaded plans hold $2.6M in reported assets.
  • The largest, Harmony Hill School Tax Sheltered Annuity Plan, holds 100% of this company's reported plan assets.
  • Plans cover 222 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.6MSummed across loaded plans$2,585,288
Total reported assets$2.6M$2,585,288
Total reported participants222
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets
Net assets$2.6MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$96.8K
Total income / additions$482.2K
Expenses & distributions
Benefits paid / distributions$256.3K
Total expenses$272.3K
Net increase / (decrease)$210K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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 assets100%Harmony Hill School Tax Sheltered Annuity Plan
Participants per plan222Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 222 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Harmony Hill School, Inc.. Open one for its full reported snapshot.

  1. 2023
    Harmony Hill School Tax Sheltered Annuity Plan222 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Harmony Hill School, Inc. report on Form 5500?
Harmony Hill School, Inc. (EIN 05-0369168) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Harmony Hill School, Inc.?
The Employer Identification Number (EIN) reported for Harmony Hill School, Inc. is 05-0369168.
What is the latest Form 5500 filing year for Harmony Hill School, Inc.?
The latest loaded Form 5500 filing year for Harmony Hill School, Inc. is 2023.

Related Form 5500 pages