2023 Form 5500 filing — Harvard Club Of Boston 401(K) 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 20240916065659NAL0001256017001) for Harvard Club Of Boston 401(K) Plan, reported by Harvard Club Of Boston under EIN 04-1423320 and plan number 002. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,685,149
Participants72
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240916065659NAL0001256017001
Plan sponsor
Harvard Club Of Boston
EIN
04-1423320
Plan number
002
Location
Boston, MA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$975.4K
Total expenses$581.4K
Benefits paid / distributions$559.4K
Contributions
Employer$154.7K
Participant$260K
Full reported line items
Total assets (EOY)
$3,685,149
Total liabilities (EOY)
$0
Net assets (EOY)
$3,685,149
Employer contributions
$154,669
Participant contributions
$259,956
Total income / additions
$975,352
Benefits paid
$559,361
Administrative expenses
$30,593
Total expenses
$581,410
Net increase / (decrease)
$393,942

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916065659NAL0001256017001 cover?
It is the 2023 Form 5500 filing for Harvard Club Of Boston 401(K) Plan, reported by Harvard Club Of Boston (EIN 04-1423320).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages