American Heritage Schools 403(B) Plan — Form 5500 plan (American Heritage Schools)
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 Schools 403(B) Plan is a benefit plan reported by American Heritage Schools under EIN 86-6153035 and plan number 001. The latest loaded filing year is 2023. The filing reports 98 participants and $3,755,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Heritage Schools
- EIN
- 86-6153035
- Plan number
- 001
- Plan type
- 2
- Location
- American Fork, UT
- Latest filing year
- 2023
- Participants
- 98
- End-of-year plan assets
- $3,755,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 98 | I | 20241007144027NAL0026436672004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,755,409
- Net assets (EOY)
- $3,755,409
- Net assets (BOY)
- $2,713,410
Income & contributions
- Employer contributions
- $217,345
- Participant contributions
- $298,446
- Total income / additions
- $1,113,035
Expenses & distributions
- Benefits paid
- $53,162
- Administrative expenses
- $3,374
- Total expenses
- $56,536
- Net increase / (decrease)
- $1,056,499
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.