Harbor School — 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, Harbor School (EIN 91-1678808) is a plan sponsor located in Vashon, WA 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
91-1678808
Location
Vashon, WA
Loaded plans
2
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 Harbor School

  • 2 loaded plans hold $466K in reported assets.
  • The largest, The Harbor School 403(B) Dc Plan - #358479, holds 70% of this company's reported plan assets.
  • Plans cover 49 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$466KSummed across loaded plans$466,035
Total reported assets$466K$466,035
Total reported participants49
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$466K total assets
Net assets$466KLiabilities
Contributions & income
Employer contributions$56.4K
Participant contributionsNot reported
Total income / additions$112.9K
Expenses & distributions
Benefits paid / distributions$23.6K
Total expenses$23.6K
Net increase / (decrease)$89.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets70%The Harbor School 403(B) Dc Plan - #358479
Participants per plan25Average across loaded plans
Loaded plans2
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 · 28 participants · 2023
  2. 2
    Plan #002 · 21 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Harbor School. Open one for its full reported snapshot.

  1. 2023
    The Harbor School 403(B) Dc Plan - #35847928 participants · 2Sch I
    View filing →
  2. 2023
    The Harbor School 403(B) Tda Plan - #35848021 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Harbor School report on Form 5500?
Harbor School (EIN 91-1678808) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Harbor School?
The Employer Identification Number (EIN) reported for Harbor School is 91-1678808.
What is the latest Form 5500 filing year for Harbor School?
The latest loaded Form 5500 filing year for Harbor School is 2023.

Related Form 5500 pages