Plan5500

American Heritage Bank Pension Plan — Form 5500 plan (American Heritage Bank)

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 Bank Pension Plan is a benefit plan reported by American Heritage Bank under EIN 73-0126720 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $1,215,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Heritage Bank
EIN
73-0126720
Plan number
001
Plan type
2
Location
Sapulpa, OK
Latest filing year
2023
Participants
111
End-of-year plan assets
$1,215,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20241015191338NAL0049504000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,215,678
Total liabilities (EOY)
$0
Net assets (EOY)
$1,215,678
Net assets (BOY)
$6,425,297

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$197,572

Expenses & distributions

Benefits paid
$5,348,263
Administrative expenses
$58,928
Total expenses
$5,407,191
Net increase / (decrease)
-$5,209,619

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dean Actuaries, LLCNONE$16,165not reported in the loaded dataset2023
Finley & CookNONE$11,000not reported in the loaded dataset2023

Related Form 5500 pages