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AMERICAN HERITAGE SCHOOLS 403(B) PLAN 401k Plan overview

Plan NameAMERICAN HERITAGE SCHOOLS 403(B) PLAN
Plan identification number 001

AMERICAN HERITAGE SCHOOLS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN HERITAGE SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN HERITAGE SCHOOLS, INC.
Employer identification number (EIN):866153035
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN HERITAGE SCHOOLS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHASE HALE
0012016-01-01CHASE HALE
0012015-01-01CHASE HALE
0012014-01-01CHASE HALE CHASE HALE2015-10-15

Plan Statistics for AMERICAN HERITAGE SCHOOLS 403(B) PLAN

401k plan membership statisitcs for AMERICAN HERITAGE SCHOOLS 403(B) PLAN

Measure Date Value
2022: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0198
Total number of active participants reported on line 7a of the Form 55002022-01-0197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0198
Number of participants with account balances2022-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0171
Total number of active participants reported on line 7a of the Form 55002021-01-0179
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0179
Number of participants with account balances2021-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0163
Total number of active participants reported on line 7a of the Form 55002020-01-0170
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0171
Number of participants with account balances2020-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0163
Total number of active participants reported on line 7a of the Form 55002019-01-0163
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0163
Number of participants with account balances2019-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0163
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0167
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0170
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01102
Total number of active participants reported on line 7a of the Form 55002015-01-0167
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0167
Number of participants with account balances2015-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0174
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01102
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on AMERICAN HERITAGE SCHOOLS 403(B) PLAN

Measure Date Value
2022 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$12,043
Total income from all sources2022-12-31$-219,567
Expenses. Total of all expenses incurred2022-12-31$111,208
Benefits paid (including direct rollovers)2022-12-31$107,434
Total plan assets at end of year2022-12-31$2,713,410
Total plan assets at beginning of year2022-12-31$3,032,142
Total contributions received or receivable from participants2022-12-31$258,594
Other income received2022-12-31$-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 loans2022-12-31$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$3,774
2021 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$-5,446
Total income from all sources2021-12-31$710,150
Expenses. Total of all expenses incurred2021-12-31$86,049
Benefits paid (including direct rollovers)2021-12-31$83,469
Total plan assets at end of year2021-12-31$3,032,142
Total plan assets at beginning of year2021-12-31$2,413,487
Total contributions received or receivable from participants2021-12-31$216,193
Other income received2021-12-31$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 loans2021-12-31$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$2,580
2020 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$-23,513
Total income from all sources2020-12-31$837,570
Expenses. Total of all expenses incurred2020-12-31$92,332
Benefits paid (including direct rollovers)2020-12-31$90,013
Total plan assets at end of year2020-12-31$2,413,487
Total plan assets at beginning of year2020-12-31$1,691,762
Total contributions received or receivable from participants2020-12-31$221,445
Other income received2020-12-31$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 loans2020-12-31$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
Total income from all sources2019-12-31$625,000
Expenses. Total of all expenses incurred2019-12-31$23,119
Benefits paid (including direct rollovers)2019-12-31$21,143
Total plan assets at end of year2019-12-31$1,691,762
Total plan assets at beginning of year2019-12-31$1,089,881
Total contributions received or receivable from participants2019-12-31$181,720
Other income received2019-12-31$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 loans2019-12-31$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$1,976
2018 : AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-117,246
Expenses. Total of all expenses incurred2018-12-31$559
Total plan assets at end of year2018-12-31$1,089,881
Total plan assets at beginning of year2018-12-31$1,207,686
Total contributions received or receivable from participants2018-12-31$71,606
Contributions received from other sources (not participants or employers)2018-12-31$23,871
Other income received2018-12-31$-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
Total income from all sources2017-12-31$453,871
Expenses. Total of all expenses incurred2017-12-31$150,479
Benefits paid (including direct rollovers)2017-12-31$149,569
Total plan assets at end of year2017-12-31$1,207,686
Total plan assets at beginning of year2017-12-31$904,294
Total contributions received or receivable from participants2017-12-31$132,598
Other income received2017-12-31$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
Total income from all sources2016-12-31$260,432
Expenses. Total of all expenses incurred2016-12-31$74,176
Benefits paid (including direct rollovers)2016-12-31$73,426
Total plan assets at end of year2016-12-31$904,294
Total plan assets at beginning of year2016-12-31$718,038
Total contributions received or receivable from participants2016-12-31$116,603
Other income received2016-12-31$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
Total income from all sources2015-12-31$207,887
Expenses. Total of all expenses incurred2015-12-31$45,121
Benefits paid (including direct rollovers)2015-12-31$44,571
Total plan assets at end of year2015-12-31$718,038
Total plan assets at beginning of year2015-12-31$555,272
Total contributions received or receivable from participants2015-12-31$106,093
Contributions received from other sources (not participants or employers)2015-12-31$20,106
Other income received2015-12-31$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
Total income from all sources2014-12-31$185,154
Expenses. Total of all expenses incurred2014-12-31$26,067
Benefits paid (including direct rollovers)2014-12-31$25,617
Total plan assets at end of year2014-12-31$555,272
Total plan assets at beginning of year2014-12-31$396,185
Total contributions received or receivable from participants2014-12-31$85,825
Contributions received from other sources (not participants or employers)2014-12-31$1,671
Other income received2014-12-31$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

Form 5500 Responses for AMERICAN HERITAGE SCHOOLS 403(B) PLAN

2022: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN HERITAGE SCHOOLS 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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