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AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 401k Plan overview

Plan NameAMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN
Plan identification number 002

AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN HERITAGE HOME LOANS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN HERITAGE HOME LOANS
Employer identification number (EIN):942433756
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-07-01M.E. IRVIN
0022015-07-01M.E. IRVIN
0022014-07-01M.E. IRVIN
0022013-07-01M.E. IRVIN
0022012-07-01M.E. IRVIN
0022011-07-01ME IRVIN
0022009-07-01ME IRVIN

Plan Statistics for AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN

401k plan membership statisitcs for AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN

Measure Date Value
2016: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-010
Total of all active and inactive participants2016-07-010
Total participants2016-07-010
2015: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-010
Total of all active and inactive participants2015-07-010
Total participants2015-07-010
2014: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-010
Total of all active and inactive participants2014-07-010
Total participants2014-07-010
2013: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-015
Total number of active participants reported on line 7a of the Form 55002013-07-014
Total of all active and inactive participants2013-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-015
2012: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-014
Total of all active and inactive participants2012-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-015
2011: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-015
Total number of active participants reported on line 7a of the Form 55002011-07-014
Total of all active and inactive participants2011-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-015
2009: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-015
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-015

Financial Data on AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN

Measure Date Value
2017 : AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2017 401k financial data
Expenses. Total of all expenses incurred2017-06-30$400
Total plan assets at end of year2017-06-30$8,107
Total plan assets at beginning of year2017-06-30$8,507
Expenses. Other expenses not covered elsewhere2017-06-30$400
Net income (gross income less expenses)2017-06-30$-400
Net plan assets at end of year (total assets less liabilities)2017-06-30$8,107
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$8,507
2016 : AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2016 401k financial data
Expenses. Total of all expenses incurred2016-06-30$400
Total plan assets at end of year2016-06-30$8,507
Total plan assets at beginning of year2016-06-30$8,907
Expenses. Other expenses not covered elsewhere2016-06-30$400
Net income (gross income less expenses)2016-06-30$-400
Net plan assets at end of year (total assets less liabilities)2016-06-30$8,507
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$8,907
2015 : AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2015 401k financial data
Expenses. Total of all expenses incurred2015-06-30$400
Total plan assets at end of year2015-06-30$8,907
Total plan assets at beginning of year2015-06-30$9,307
Expenses. Other expenses not covered elsewhere2015-06-30$400
Net income (gross income less expenses)2015-06-30$-400
Net plan assets at end of year (total assets less liabilities)2015-06-30$8,907
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$9,307
2014 : AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2014 401k financial data
Expenses. Total of all expenses incurred2014-06-30$400
Total plan assets at end of year2014-06-30$9,307
Total plan assets at beginning of year2014-06-30$9,707
Expenses. Other expenses not covered elsewhere2014-06-30$400
Net income (gross income less expenses)2014-06-30$-400
Net plan assets at end of year (total assets less liabilities)2014-06-30$9,307
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$9,707
2013 : AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2013 401k financial data
Expenses. Total of all expenses incurred2013-06-30$400
Total plan assets at end of year2013-06-30$9,707
Total plan assets at beginning of year2013-06-30$10,107
Expenses. Other expenses not covered elsewhere2013-06-30$400
Net income (gross income less expenses)2013-06-30$-400
Net plan assets at end of year (total assets less liabilities)2013-06-30$9,707
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$10,107
2012 : AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2012 401k financial data
Expenses. Total of all expenses incurred2012-06-30$400
Total plan assets at end of year2012-06-30$10,107
Total plan assets at beginning of year2012-06-30$10,507
Expenses. Other expenses not covered elsewhere2012-06-30$400
Net income (gross income less expenses)2012-06-30$-400
Net plan assets at end of year (total assets less liabilities)2012-06-30$10,107
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$10,507
2011 : AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2011 401k financial data
Expenses. Total of all expenses incurred2011-06-30$400
Total plan assets at end of year2011-06-30$10,507
Total plan assets at beginning of year2011-06-30$10,907
Expenses. Other expenses not covered elsewhere2011-06-30$400
Net income (gross income less expenses)2011-06-30$-400
Net plan assets at end of year (total assets less liabilities)2011-06-30$10,507
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$10,907

Form 5500 Responses for AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN

2016: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: AMERICAN HERITAGE HOME LOANS PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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