Architectural Heritage Foundation, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Architectural Heritage Foundation, Inc.)

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, Architectural Heritage Foundation, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Architectural Heritage Foundation, Inc. under EIN 04-2400219 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $1,746,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Architectural Heritage Foundation, Inc.
EIN
04-2400219
Plan number
001
Plan type
2
Location
Brighton, MA
Latest filing year
2023
Participants
13
End-of-year plan assets
$1,746,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I20241007141935NAL0008952467001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,746,780
Total liabilities (EOY)
$0
Net assets (EOY)
$1,746,780
Net assets (BOY)
$1,699,229

Income & contributions

Employer contributions
$39,583
Participant contributions
$67,059
Total income / additions
$344,468

Expenses & distributions

Benefits paid
$296,847
Administrative expenses
$70
Total expenses
$296,917
Net increase / (decrease)
$47,551

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages