AMERICAN HERITAGE SCHOOLS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN HERITAGE SCHOOLS 403(B) PLAN
Measure | Date | Value |
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2022: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 98 |
Number of participants with account balances | 2022-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 79 |
Number of participants with account balances | 2021-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 71 |
Number of participants with account balances | 2020-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 63 |
Number of participants with account balances | 2019-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 70 |
Number of participants with account balances | 2016-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 67 |
Number of participants with account balances | 2015-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 102 |
Number of participants with account balances | 2014-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
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2022 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $12,043 |
Total income from all sources | 2022-12-31 | $-219,567 |
Expenses. Total of all expenses incurred | 2022-12-31 | $111,208 |
Benefits paid (including direct rollovers) | 2022-12-31 | $107,434 |
Total plan assets at end of year | 2022-12-31 | $2,713,410 |
Total plan assets at beginning of year | 2022-12-31 | $3,032,142 |
Total contributions received or receivable from participants | 2022-12-31 | $258,594 |
Other income received | 2022-12-31 | $-660,078 |
Net income (gross income less expenses) | 2022-12-31 | $-330,775 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,713,410 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,032,142 |
Assets. Value of participant loans | 2022-12-31 | $97,445 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $181,917 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,774 |
2021 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $-5,446 |
Total income from all sources | 2021-12-31 | $710,150 |
Expenses. Total of all expenses incurred | 2021-12-31 | $86,049 |
Benefits paid (including direct rollovers) | 2021-12-31 | $83,469 |
Total plan assets at end of year | 2021-12-31 | $3,032,142 |
Total plan assets at beginning of year | 2021-12-31 | $2,413,487 |
Total contributions received or receivable from participants | 2021-12-31 | $216,193 |
Other income received | 2021-12-31 | $332,539 |
Net income (gross income less expenses) | 2021-12-31 | $624,101 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,032,142 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,413,487 |
Assets. Value of participant loans | 2021-12-31 | $54,453 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $161,418 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,580 |
2020 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $-23,513 |
Total income from all sources | 2020-12-31 | $837,570 |
Expenses. Total of all expenses incurred | 2020-12-31 | $92,332 |
Benefits paid (including direct rollovers) | 2020-12-31 | $90,013 |
Total plan assets at end of year | 2020-12-31 | $2,413,487 |
Total plan assets at beginning of year | 2020-12-31 | $1,691,762 |
Total contributions received or receivable from participants | 2020-12-31 | $221,445 |
Other income received | 2020-12-31 | $449,977 |
Net income (gross income less expenses) | 2020-12-31 | $745,238 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,413,487 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,691,762 |
Assets. Value of participant loans | 2020-12-31 | $54,138 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $166,148 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,319 |
2019 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $625,000 |
Expenses. Total of all expenses incurred | 2019-12-31 | $23,119 |
Benefits paid (including direct rollovers) | 2019-12-31 | $21,143 |
Total plan assets at end of year | 2019-12-31 | $1,691,762 |
Total plan assets at beginning of year | 2019-12-31 | $1,089,881 |
Total contributions received or receivable from participants | 2019-12-31 | $181,720 |
Other income received | 2019-12-31 | $283,079 |
Net income (gross income less expenses) | 2019-12-31 | $601,881 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,691,762 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,089,881 |
Assets. Value of participant loans | 2019-12-31 | $37,846 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $160,201 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,976 |
2018 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-117,246 |
Expenses. Total of all expenses incurred | 2018-12-31 | $559 |
Total plan assets at end of year | 2018-12-31 | $1,089,881 |
Total plan assets at beginning of year | 2018-12-31 | $1,207,686 |
Total contributions received or receivable from participants | 2018-12-31 | $71,606 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $23,871 |
Other income received | 2018-12-31 | $-288,129 |
Net income (gross income less expenses) | 2018-12-31 | $-117,805 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,089,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,207,686 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $75,406 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $559 |
2017 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $453,871 |
Expenses. Total of all expenses incurred | 2017-12-31 | $150,479 |
Benefits paid (including direct rollovers) | 2017-12-31 | $149,569 |
Total plan assets at end of year | 2017-12-31 | $1,207,686 |
Total plan assets at beginning of year | 2017-12-31 | $904,294 |
Total contributions received or receivable from participants | 2017-12-31 | $132,598 |
Other income received | 2017-12-31 | $196,254 |
Net income (gross income less expenses) | 2017-12-31 | $303,392 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,207,686 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $904,294 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $125,019 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $910 |
2016 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $260,432 |
Expenses. Total of all expenses incurred | 2016-12-31 | $74,176 |
Benefits paid (including direct rollovers) | 2016-12-31 | $73,426 |
Total plan assets at end of year | 2016-12-31 | $904,294 |
Total plan assets at beginning of year | 2016-12-31 | $718,038 |
Total contributions received or receivable from participants | 2016-12-31 | $116,603 |
Other income received | 2016-12-31 | $49,922 |
Net income (gross income less expenses) | 2016-12-31 | $186,256 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $904,294 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $718,038 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $93,907 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $750 |
2015 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $207,887 |
Expenses. Total of all expenses incurred | 2015-12-31 | $45,121 |
Benefits paid (including direct rollovers) | 2015-12-31 | $44,571 |
Total plan assets at end of year | 2015-12-31 | $718,038 |
Total plan assets at beginning of year | 2015-12-31 | $555,272 |
Total contributions received or receivable from participants | 2015-12-31 | $106,093 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $20,106 |
Other income received | 2015-12-31 | $2,460 |
Net income (gross income less expenses) | 2015-12-31 | $162,766 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $718,038 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $555,272 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $79,228 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $550 |
2014 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $185,154 |
Expenses. Total of all expenses incurred | 2014-12-31 | $26,067 |
Benefits paid (including direct rollovers) | 2014-12-31 | $25,617 |
Total plan assets at end of year | 2014-12-31 | $555,272 |
Total plan assets at beginning of year | 2014-12-31 | $396,185 |
Total contributions received or receivable from participants | 2014-12-31 | $85,825 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $1,671 |
Other income received | 2014-12-31 | $22,945 |
Net income (gross income less expenses) | 2014-12-31 | $159,087 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $555,272 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $396,185 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $74,713 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $450 |