2023 Form 5500 filing — The Harvey School 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 20241011131430NAL0012523891001) for The Harvey School Retirement Plan, reported by The Harvey School under EIN 13-1740454 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241011131430NAL0012523891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Harvey School
- EIN
- 13-1740454
- Plan number
- 001
- Location
- Katonah, NY
- Participants
- 193
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,350,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,350,781
- Employer contributions
- $242,760
- Participant contributions
- $312,981
- Total income / additions
- $2,503,899
- Benefits paid
- $682,330
- Administrative expenses
- $0
- Total expenses
- $682,330
- Net increase / (decrease)
- $1,821,569
- Schedule source
- Schedule H