2023 Form 5500 filing — Heathwood Hall Episcopal School Defined Contribution 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 20241125160201NAL0004788769001) for Heathwood Hall Episcopal School Defined Contribution Plan, reported by Heathwood Hall Episcopal School under EIN 57-0358065 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported assets
Participants317
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241125160201NAL0004788769001
Plan sponsor
Heathwood Hall Episcopal School
EIN
57-0358065
Plan number
001
Location
Columbia, SC
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.

Money in vs. money out
Total income / additions$3M
Total expenses$811.6K
Benefits paid / distributions$744.5K
Contributions
Employer$303.7K
Participant$507.2K
Full reported line items
Total assets (EOY)
$0
Employer contributions
$303,692
Participant contributions
$507,199
Total income / additions
$3,043,298
Benefits paid
$744,467
Administrative expenses
$67,134
Total expenses
$811,601
Net increase / (decrease)
$2,231,697

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241125160201NAL0004788769001 cover?
It is the 2023 Form 5500 filing for Heathwood Hall Episcopal School Defined Contribution Plan, reported by Heathwood Hall Episcopal School (EIN 57-0358065).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages