THE HIGHLANDS DAY SCHOOL FOUNDATION, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS
401k plan membership statisitcs for TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS
| Measure | Date | Value |
|---|
| 2023: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 39 |
| Total of all active and inactive participants | 2023-01-01 | 105 |
| Total participants | 2023-01-01 | 105 |
| Number of participants with account balances | 2023-01-01 | 105 |
| 2022: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 63 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 58 |
| Total of all active and inactive participants | 2022-01-01 | 121 |
| Total participants | 2022-01-01 | 121 |
| Number of participants with account balances | 2022-01-01 | 102 |
| 2021: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 42 |
| Total of all active and inactive participants | 2021-01-01 | 110 |
| Total participants | 2021-01-01 | 110 |
| Number of participants with account balances | 2021-01-01 | 97 |
| 2020: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 58 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 43 |
| Total of all active and inactive participants | 2020-01-01 | 101 |
| Total participants | 2020-01-01 | 101 |
| Number of participants with account balances | 2020-01-01 | 91 |
| 2019: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 50 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 42 |
| Total of all active and inactive participants | 2019-01-01 | 92 |
| Total participants | 2019-01-01 | 92 |
| Number of participants with account balances | 2019-01-01 | 92 |
| 2018: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 54 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 31 |
| Total of all active and inactive participants | 2018-01-01 | 85 |
| Total participants | 2018-01-01 | 85 |
| Number of participants with account balances | 2018-01-01 | 85 |
| 2017: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 54 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 27 |
| Total of all active and inactive participants | 2017-01-01 | 81 |
| Total participants | 2017-01-01 | 81 |
| Number of participants with account balances | 2017-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 46 |
| Total of all active and inactive participants | 2016-01-01 | 118 |
| Total participants | 2016-01-01 | 118 |
| Number of participants with account balances | 2016-01-01 | 118 |
| 2015: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 69 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 48 |
| Total of all active and inactive participants | 2015-01-01 | 117 |
| Total participants | 2015-01-01 | 117 |
| Number of participants with account balances | 2015-01-01 | 117 |
| 2014: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 66 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 46 |
| Total of all active and inactive participants | 2014-01-01 | 112 |
| Total participants | 2014-01-01 | 112 |
| Number of participants with account balances | 2014-01-01 | 112 |
| 2013: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 70 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 47 |
| Total of all active and inactive participants | 2013-01-01 | 117 |
| Total participants | 2013-01-01 | 117 |
| Number of participants with account balances | 2013-01-01 | 113 |
| 2012: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 64 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 48 |
| Total of all active and inactive participants | 2012-01-01 | 112 |
| Total participants | 2012-01-01 | 112 |
| Number of participants with account balances | 2012-01-01 | 108 |
| 2011: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 39 |
| Total of all active and inactive participants | 2011-01-01 | 109 |
| Total participants | 2011-01-01 | 109 |
| Number of participants with account balances | 2011-01-01 | 105 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 63 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 40 |
| Total of all active and inactive participants | 2010-01-01 | 103 |
| Total participants | 2010-01-01 | 103 |
| Number of participants with account balances | 2010-01-01 | 99 |
| 2009: TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 61 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 45 |
| Total of all active and inactive participants | 2009-01-01 | 106 |
| Total participants | 2009-01-01 | 106 |
| Number of participants with account balances | 2009-01-01 | 106 |
| Measure | Date | Value |
|---|
| 2023 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $9,964 |
| Total income from all sources | 2023-12-31 | $1,228,641 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $199,845 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $199,845 |
| Total plan assets at end of year | 2023-12-31 | $5,893,109 |
| Total plan assets at beginning of year | 2023-12-31 | $4,854,349 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $176,616 |
| Other income received | 2023-12-31 | $906,583 |
| Net income (gross income less expenses) | 2023-12-31 | $1,028,796 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,893,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,854,349 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $145,442 |
| 2022 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-567,885 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $159,475 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $159,475 |
| Total plan assets at end of year | 2022-12-31 | $4,854,349 |
| Total plan assets at beginning of year | 2022-12-31 | $5,581,709 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $262,926 |
| Other income received | 2022-12-31 | $-830,811 |
| Net income (gross income less expenses) | 2022-12-31 | $-727,360 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,854,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,581,709 |
| 2021 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,040,167 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $712,593 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $712,593 |
| Total plan assets at end of year | 2021-12-31 | $5,581,709 |
| Total plan assets at beginning of year | 2021-12-31 | $5,254,135 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $295,350 |
| Other income received | 2021-12-31 | $744,817 |
| Net income (gross income less expenses) | 2021-12-31 | $327,574 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,581,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,254,135 |
| 2020 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $4,872 |
| Total income from all sources | 2020-12-31 | $1,083,053 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $423,114 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $423,114 |
| Total plan assets at end of year | 2020-12-31 | $5,254,135 |
| Total plan assets at beginning of year | 2020-12-31 | $4,589,324 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $292,989 |
| Other income received | 2020-12-31 | $790,064 |
| Net income (gross income less expenses) | 2020-12-31 | $659,939 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,254,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,589,324 |
| 2019 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $982,029 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $170,876 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $170,876 |
| Total plan assets at end of year | 2019-12-31 | $4,589,324 |
| Total plan assets at beginning of year | 2019-12-31 | $3,778,171 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $278,270 |
| Other income received | 2019-12-31 | $703,759 |
| Net income (gross income less expenses) | 2019-12-31 | $811,153 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,589,324 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,778,171 |
| 2018 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $162,724 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $481,944 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $481,944 |
| Total plan assets at end of year | 2018-12-31 | $3,778,171 |
| Total plan assets at beginning of year | 2018-12-31 | $4,097,391 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $283,474 |
| Other income received | 2018-12-31 | $-120,750 |
| Net income (gross income less expenses) | 2018-12-31 | $-319,220 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,778,171 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,097,391 |
| 2017 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $851,710 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $316,326 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $316,326 |
| Total plan assets at end of year | 2017-12-31 | $4,097,391 |
| Total plan assets at beginning of year | 2017-12-31 | $3,562,007 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $300,526 |
| Other income received | 2017-12-31 | $551,184 |
| Net income (gross income less expenses) | 2017-12-31 | $535,384 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,097,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,562,007 |
| 2016 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $518,184 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $381,388 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $381,388 |
| Total plan assets at end of year | 2016-12-31 | $4,206,708 |
| Total plan assets at beginning of year | 2016-12-31 | $4,069,912 |
| Value of fidelity bond covering the plan | 2016-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $177,138 |
| Other income received | 2016-12-31 | $224,943 |
| Net income (gross income less expenses) | 2016-12-31 | $136,796 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,206,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,069,912 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $116,103 |
| 2015 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $355,790 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $284,443 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $284,443 |
| Total plan assets at end of year | 2015-12-31 | $4,069,912 |
| Total plan assets at beginning of year | 2015-12-31 | $3,998,565 |
| Value of fidelity bond covering the plan | 2015-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $154,853 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $19,269 |
| Other income received | 2015-12-31 | $75,084 |
| Net income (gross income less expenses) | 2015-12-31 | $71,347 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,069,912 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,998,565 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $106,584 |
| 2014 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $481,165 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $303,717 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $303,717 |
| Total plan assets at end of year | 2014-12-31 | $3,998,565 |
| Total plan assets at beginning of year | 2014-12-31 | $3,821,117 |
| Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $153,769 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $15 |
| Other income received | 2014-12-31 | $232,969 |
| Net income (gross income less expenses) | 2014-12-31 | $177,448 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,998,565 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,821,117 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $94,412 |
| 2013 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $745,491 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $94,965 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $94,965 |
| Total plan assets at end of year | 2013-12-31 | $3,821,117 |
| Total plan assets at beginning of year | 2013-12-31 | $3,170,591 |
| Value of fidelity bond covering the plan | 2013-12-31 | $360,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $151,640 |
| Other income received | 2013-12-31 | $497,624 |
| Net income (gross income less expenses) | 2013-12-31 | $650,526 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,821,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,170,591 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $96,227 |
| 2012 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $494,028 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $119,752 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $119,752 |
| Total plan assets at end of year | 2012-12-31 | $3,170,591 |
| Total plan assets at beginning of year | 2012-12-31 | $2,796,315 |
| Value of fidelity bond covering the plan | 2012-12-31 | $280,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $133,390 |
| Other income received | 2012-12-31 | $270,441 |
| Net income (gross income less expenses) | 2012-12-31 | $374,276 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,170,591 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,796,315 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $90,197 |
| 2011 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $219,211 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $213,308 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $213,308 |
| Total plan assets at end of year | 2011-12-31 | $2,796,315 |
| Total plan assets at beginning of year | 2011-12-31 | $2,790,412 |
| Total contributions received or receivable from participants | 2011-12-31 | $119,243 |
| Other income received | 2011-12-31 | $8,299 |
| Net income (gross income less expenses) | 2011-12-31 | $5,903 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,796,315 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,790,412 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $91,669 |
| 2010 : TIAA-CREF RETIREMENT PLAN FOR FACULTY/ADMINISTRATION - HIGHLANDS 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $448,299 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $211,373 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $211,373 |
| Total plan assets at end of year | 2010-12-31 | $2,790,412 |
| Total plan assets at beginning of year | 2010-12-31 | $2,553,486 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $125,741 |
| Other income received | 2010-12-31 | $236,923 |
| Net income (gross income less expenses) | 2010-12-31 | $236,926 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,790,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,553,486 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $85,635 |