2023 Form 5500 filing — Harding Academy Of Memphis Contributory Tax Sheltered Annuity 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 20250205104048NAL0009708689001) for Harding Academy Of Memphis Contributory Tax Sheltered Annuity Plan, reported by Harding Academy Of Memphis, Inc. under EIN 58-1314356 and plan number 002. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15MReported net assets$15,035,604
Participants295
Provider compensation$80.4K3 Schedule C row(s)$80,388
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250205104048NAL0009708689001
Plan sponsor
Harding Academy Of Memphis, Inc.
EIN
58-1314356
Plan number
002
Location
Memphis, TN
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.

Reported balance (end of year)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1M
Benefits paid / distributions$950.7K
Contributions
EmployerNot reported
Participant$182K
Full reported line items
Total assets (EOY)
$15,035,604
Total liabilities (EOY)
$0
Net assets (EOY)
$15,035,604
Participant contributions
$182,018
Total income / additions
$2,544,209
Benefits paid
$950,660
Administrative expenses
$80,388
Total expenses
$1,031,048
Net increase / (decrease)
$1,513,161
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $52.2K
  2. 2
    NONE · Direct $21.1K · Indirect $0
  3. 3
    NONE · Direct $7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250205104048NAL0009708689001 cover?
It is the 2023 Form 5500 filing for Harding Academy Of Memphis Contributory Tax Sheltered Annuity Plan, reported by Harding Academy Of Memphis, Inc. (EIN 58-1314356).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages