2023 Form 5500 filing — Harpeth Hall 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 20241011090903NAL0036489808001) for Harpeth Hall School Defined Contribution Retirement Plan, reported by Harpeth Hall School under EIN 62-0501916 and plan number 001. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090903NAL0036489808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harpeth Hall School
- EIN
- 62-0501916
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,968,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,968,800
- Employer contributions
- $1,249,319
- Participant contributions
- $1,180,671
- Total income / additions
- $9,083,277
- Benefits paid
- $2,878,530
- Administrative expenses
- $24,375
- Total expenses
- $2,902,905
- Net increase / (decrease)
- $6,180,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lattimore Black Morgan & Cain | AUDITOR | $13,000 | not reported in the loaded dataset |
| Access Retirement Services LLC | TPA | $11,375 | not reported in the loaded dataset |