American Heritage Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (American Heritage Federal Credit Union)
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, American Heritage Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by American Heritage Federal Credit Union under EIN 23-1370526 and plan number 002. The latest loaded filing year is 2023. The filing reports 743 participants and $40,840,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Heritage Federal Credit Union
- EIN
- 23-1370526
- Plan number
- 002
- Plan type
- 3
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $40,840,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H, C | 20241125151512NAL0009423696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,840,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,840,139
- Net assets (BOY)
- $33,431,747
Income & contributions
- Employer contributions
- $2,690,555
- Participant contributions
- $2,462,018
- Total contributions
- $5,221,711
- Total income / additions
- $10,935,090
Expenses & distributions
- Benefits paid
- $3,416,073
- Administrative expenses
- $110,625
- Total expenses
- $3,526,698
- Net increase / (decrease)
- $7,408,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $102,949 | $0 | 2023 |
| Envestnet Retirement Solutions, LLC | NONE | $7,676 | not reported in the loaded dataset | 2023 |