2023 Form 5500 filing — Appalachian Trail Conservancy 403(B) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723125441NAL0011755233001) for Appalachian Trail Conservancy 403(B) Retirement Plan, reported by Appalachian Trail Conservancy under EIN 52-6046689 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.2MReported net assets$9,168,189
Participants135
Provider compensation$28.7K1 Schedule C row(s)$28,694
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723125441NAL0011755233001
Plan sponsor
Appalachian Trail Conservancy
EIN
52-6046689
Plan number
001
Location
Harpers Ferry, WV
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.2M total assets
Net assets$9.2MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$252.8K
Participant$427.8K
Full reported line items
Total assets (EOY)
$9,168,189
Total liabilities (EOY)
$0
Net assets (EOY)
$9,168,189
Employer contributions
$252,841
Participant contributions
$427,846
Total income / additions
$2,159,578
Benefits paid
$1,061,257
Administrative expenses
$28,694
Total expenses
$1,095,249
Net increase / (decrease)
$1,064,329
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $28.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723125441NAL0011755233001 cover?
It is the 2023 Form 5500 filing for Appalachian Trail Conservancy 403(B) Retirement Plan, reported by Appalachian Trail Conservancy (EIN 52-6046689).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages