THE HARBOR SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480
| Measure | Date | Value |
|---|
| 2024 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $50,607 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $0 |
| Total plan assets at end of year | 2024-01-01 | $188,478 |
| Total plan assets at beginning of year | 2024-01-01 | $137,871 |
| Other income received | 2024-01-01 | $16,430 |
| Net income (gross income less expenses) | 2024-01-01 | $50,607 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $188,478 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $137,871 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $34,177 |
| 2023 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $41,767 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $137,870 |
| Total plan assets at beginning of year | 2023-12-31 | $96,103 |
| Other income received | 2023-12-31 | $16,582 |
| Net income (gross income less expenses) | 2023-12-31 | $41,767 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $137,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $96,103 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $25,185 |
| 2022 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,988 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $96,103 |
| Total plan assets at beginning of year | 2022-12-31 | $98,091 |
| Other income received | 2022-12-31 | $-14,955 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,988 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $96,103 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $98,091 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $12,967 |
| 2021 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $14,563 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $29,645 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $29,645 |
| Total plan assets at end of year | 2021-12-31 | $98,091 |
| Total plan assets at beginning of year | 2021-12-31 | $113,173 |
| Total contributions received or receivable from participants | 2021-12-31 | $4,546 |
| Other income received | 2021-12-31 | $10,017 |
| Net income (gross income less expenses) | 2021-12-31 | $-15,082 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $98,091 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $113,173 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| 2020 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $15,421 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $113,173 |
| Total plan assets at beginning of year | 2020-12-31 | $97,752 |
| Other income received | 2020-12-31 | $13,021 |
| Net income (gross income less expenses) | 2020-12-31 | $15,421 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $113,173 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $97,752 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $2,400 |
| 2019 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $16,919 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $97,752 |
| Total plan assets at beginning of year | 2019-12-31 | $80,833 |
| Other income received | 2019-12-31 | $15,119 |
| Net income (gross income less expenses) | 2019-12-31 | $16,919 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $97,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $80,833 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,800 |
| 2018 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-1,630 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,808 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,808 |
| Total plan assets at end of year | 2018-12-31 | $80,834 |
| Total plan assets at beginning of year | 2018-12-31 | $85,272 |
| Other income received | 2018-12-31 | $-3,530 |
| Net income (gross income less expenses) | 2018-12-31 | $-4,438 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $80,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $85,272 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,900 |
| 2017 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $13,324 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $85,272 |
| Total plan assets at beginning of year | 2017-12-31 | $71,948 |
| Total contributions received or receivable from participants | 2017-12-31 | $1,400 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $3,411 |
| Other income received | 2017-12-31 | $8,513 |
| Net income (gross income less expenses) | 2017-12-31 | $13,324 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $85,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $71,948 |
| 2016 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $8,295 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $84,681 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $84,681 |
| Total plan assets at end of year | 2016-12-31 | $71,948 |
| Total plan assets at beginning of year | 2016-12-31 | $148,334 |
| Total contributions received or receivable from participants | 2016-12-31 | $3,544 |
| Other income received | 2016-12-31 | $4,751 |
| Net income (gross income less expenses) | 2016-12-31 | $-76,386 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $71,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $148,334 |
| 2015 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $14,330 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,823 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $4,823 |
| Total plan assets at end of year | 2015-12-31 | $148,333 |
| Total plan assets at beginning of year | 2015-12-31 | $138,826 |
| Total contributions received or receivable from participants | 2015-12-31 | $12,887 |
| Other income received | 2015-12-31 | $1,443 |
| Net income (gross income less expenses) | 2015-12-31 | $9,507 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $148,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $138,826 |
| 2014 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $21,265 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $10,331 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $10,331 |
| Total plan assets at end of year | 2014-12-31 | $138,826 |
| Total plan assets at beginning of year | 2014-12-31 | $127,892 |
| Total contributions received or receivable from participants | 2014-12-31 | $12,977 |
| Other income received | 2014-12-31 | $8,288 |
| Net income (gross income less expenses) | 2014-12-31 | $10,934 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $138,826 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $127,892 |
| 2013 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $19,613 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,047 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $15,047 |
| Total plan assets at end of year | 2013-12-31 | $127,892 |
| Total plan assets at beginning of year | 2013-12-31 | $123,326 |
| Total contributions received or receivable from participants | 2013-12-31 | $6,500 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $13,113 |
| Net income (gross income less expenses) | 2013-12-31 | $4,566 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $127,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $123,326 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| 2012 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $13,946 |
| Total plan assets at end of year | 2012-12-31 | $123,326 |
| Total plan assets at beginning of year | 2012-12-31 | $109,380 |
| Total contributions received or receivable from participants | 2012-12-31 | $5,400 |
| Other income received | 2012-12-31 | $8,546 |
| Net income (gross income less expenses) | 2012-12-31 | $13,946 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $123,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $109,380 |
| 2011 : THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $21,803 |
| Total plan assets at end of year | 2011-12-31 | $109,380 |
| Total plan assets at beginning of year | 2011-12-31 | $87,576 |
| Total contributions received or receivable from participants | 2011-12-31 | $5,325 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $13,542 |
| Other income received | 2011-12-31 | $2,936 |
| Net income (gross income less expenses) | 2011-12-31 | $21,803 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $109,380 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $87,576 |
| 2023: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: THE HARBOR SCHOOL 403(B) TDA PLAN - PLAN #358480 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
