Plan5500

Valley Forge Military Academy Foundation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Valley Forge Military Academy Foundation (EIN 23-1178880) is a plan sponsor located in Wayne, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1178880
Location
Wayne, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Valley Forge Military Academy Foundation

  • 2 loaded plans hold $5.1M in reported assets.
  • The largest, Valley Forge Military Academy Foundation Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 497 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1MSummed across loaded plans$5,054,929
Total reported assets$5.1M$5,054,929
Total reported participants497
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets
Net assets$5.1MLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$45.6K
Total income / additions$790.7K
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)-$899.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Valley Forge Military Academy Foundation Retirement Plan
Participants per plan249Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Valley Forge Military Academy Foundation Retirement Plan$5.1M
    Plan #002 · 326 participants · 2023
  2. 2
    Valley Forge Military Academy Foundation 403(B) Tax Deferredd Annuity Plan$0
    Plan #001 · 171 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Valley Forge Military Academy Foundation. Open one for its full reported snapshot.

  1. 2023
    Valley Forge Military Academy Foundation 403(B) Tax Deferredd Annuity Plan171 participants · 2Sch H
    View filing →
  2. 2023
    Valley Forge Military Academy Foundation Retirement Plan326 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Valley Forge Military Academy Foundation report on Form 5500?
Valley Forge Military Academy Foundation (EIN 23-1178880) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Valley Forge Military Academy Foundation?
The Employer Identification Number (EIN) reported for Valley Forge Military Academy Foundation is 23-1178880.
What is the latest Form 5500 filing year for Valley Forge Military Academy Foundation?
The latest loaded Form 5500 filing year for Valley Forge Military Academy Foundation is 2023.

Related Form 5500 pages