2023 Form 5500 filing — Harvard-Westlake School Defined Contribution Retirement 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 20240916173824NAL0001810017001) for Harvard-Westlake School Defined Contribution Retirement Plan, reported by Harvard-Westlake School under EIN 95-1644019 and plan number 001. It reports 805 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916173824NAL0001810017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harvard-Westlake School
- EIN
- 95-1644019
- Plan number
- 001
- Location
- Studio City, CA
- Participants
- 805
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,511,077
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,511,077
- Employer contributions
- $3,746,414
- Participant contributions
- $4,566,721
- Total income / additions
- $36,024,781
- Benefits paid
- $6,280,382
- Administrative expenses
- $37,044
- Total expenses
- $6,317,426
- Net increase / (decrease)
- $29,707,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $37,044 | $0 |