2023 Form 5500 filing — Harding Academy Tax Deferred Annuity Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628110048NAL0000320547003) for Harding Academy Tax Deferred Annuity Plan, reported by Harding Academy under EIN 62-0852815 and plan number 004. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.7MReported net assets$14,660,285
Participants165
Provider compensation$46.4K2 Schedule C row(s)$46,440
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240628110048NAL0000320547003
Plan sponsor
Harding Academy
EIN
62-0852815
Plan number
004
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.7M total assets
Net assets$14.7MLiabilities
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$335.5K
Participant$621.6K
Full reported line items
Total assets (EOY)
$14,660,285
Net assets (EOY)
$14,660,285
Employer contributions
$335,463
Participant contributions
$621,577
Total income / additions
$3,167,995
Benefits paid
$1,175,097
Administrative expenses
$40,220
Total expenses
$1,215,317
Net increase / (decrease)
$1,952,678
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $40.2K
  2. 2
    NONE · Direct $6.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240628110048NAL0000320547003 cover?
It is the 2023 Form 5500 filing for Harding Academy Tax Deferred Annuity Plan, reported by Harding Academy (EIN 62-0852815).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages