2023 Form 5500 filing — American Heritage Schools 403(B) 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 20241007144027NAL0026436672004) for American Heritage Schools 403(B) Plan, reported by American Heritage Schools under EIN 86-6153035 and plan number 001. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241007144027NAL0026436672004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Heritage Schools
- EIN
- 86-6153035
- Plan number
- 001
- Location
- American Fork, UT
- Participants
- 98
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,755,409
- Net assets (EOY)
- $3,755,409
- Employer contributions
- $217,345
- Participant contributions
- $298,446
- Total income / additions
- $1,113,035
- Benefits paid
- $53,162
- Administrative expenses
- $3,374
- Total expenses
- $56,536
- Net increase / (decrease)
- $1,056,499
- Schedule source
- Schedule I