The Harker School 403(B) Tax-Deferred Annuity Plan — Form 5500 plan (The Harker School)
Plain-English plan 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, The Harker School 403(B) Tax-Deferred Annuity Plan is a benefit plan reported by The Harker School under EIN 94-1613808 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,269 participants and $59,779,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Harker School
- EIN
- 94-1613808
- Plan number
- 002
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,269
- End-of-year plan assets
- $59,779,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,269 | H, C | 20240725145159NAL0014702081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,779,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,779,627
- Net assets (BOY)
- $48,170,481
Income & contributions
- Participant contributions
- $4,310,572
- Total contributions
- $4,865,641
- Total income / additions
- $13,110,440
Expenses & distributions
- Benefits paid
- $1,424,783
- Administrative expenses
- $76,511
- Total expenses
- $1,501,294
- Net increase / (decrease)
- $11,609,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | NONE | $45,463 | $0 | 2023 |
| Tiaa | NONE | $39,884 | $0 | 2023 |
| Fiduciary Benefits Group Inc | NONE | $16,474 | $0 | 2023 |
| Blackrock Advisors LLC | NONE | $0 | $0 | 2023 |
| Cref-Tiaa-Cref Investment Managemen | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| American Century Investments | NONE | $0 | $0 | 2023 |
| Tiaa-Cref Mutual Funds - Teachers A | NONE | $0 | $0 | 2023 |
| Vanguard | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Harker School
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Nfp Retirement Inc — Schedule C compensation
- Tiaa — Schedule C compensation
- Fiduciary Benefits Group Inc — Schedule C compensation
- Blackrock Advisors LLC — Schedule C compensation
- Cref-Tiaa-Cref Investment Managemen — Schedule C compensation
- American Funds — Schedule C compensation
- American Century Investments — Schedule C compensation
- Tiaa-Cref Mutual Funds - Teachers A — Schedule C compensation
- Vanguard — Schedule C compensation