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, Great Hearts Academies 401(K) Plan is a benefit plan reported by Great Hearts Academies under EIN 20-2036133 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,308 participants and $40,328,598 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,328,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,328,598
- Net assets (BOY)
- $30,582,203
Income & contributions
- Employer contributions
- $1,324,514
- Participant contributions
- $4,841,142
- Total contributions
- $6,275,457
- Total income / additions
- $12,445,895
Expenses & distributions
- Benefits paid
- $2,528,678
- Administrative expenses
- $170,822
- Total expenses
- $2,699,500
- Net increase / (decrease)
- $9,746,395