The Harbor Day School Defined Contribution Retirement Plan — Form 5500 plan (Harbor Day 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 Harbor Day School Defined Contribution Retirement Plan is a benefit plan reported by Harbor Day School under EIN 95-2285957 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $21,344,361 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.3MPlan net assets, end of year$21,344,361
Participants173Covered participants reported
Assets / participant$123.4KComputed: assets ÷ participants$123,378 (computed)
Provider compensation$12.9K2 Schedule C provider row(s)$12,873
- Plan sponsor
- Harbor Day School
- EIN
- 95-2285957
- Plan number
- 001
- Plan type
- 2
- Location
- Corona Del Mar, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241015142453NAL0016617715001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$21.3M total assets
Net assets$21.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,344,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,344,361
- Net assets (BOY)
- $19,229,288
Income & contributions
- Employer contributions
- $453,555
- Participant contributions
- $507,521
- Total contributions
- $961,076
- Total income / additions
- $3,565,146
Expenses & distributions
- Benefits paid
- $1,437,199
- Administrative expenses
- $12,874
- Total expenses
- $1,450,073
- Net increase / (decrease)
- $2,115,073
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
47%53%
Employer 47%Participant 53%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $10,970 | $0 | 2023 |
| Flexpath Strategies, LLC | ADVISOR | $1,903 | not reported in the loaded dataset | 2023 |