2023 Form 5500 filing — National Heritage Academies, Inc. Retirement Savings 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 20241007155420NAL0009024563001) for National Heritage Academies, Inc. Retirement Savings Plan, reported by National Heritage Academies, Inc. under EIN 38-3244019 and plan number 001. It reports 9,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007155420NAL0009024563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Heritage Academies, Inc.
- EIN
- 38-3244019
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 9,224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $265,325,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $265,325,682
- Employer contributions
- $8,125,968
- Participant contributions
- $21,738,475
- Total income / additions
- $74,798,219
- Benefits paid
- $24,997,080
- Administrative expenses
- $873,838
- Total expenses
- $25,875,701
- Net increase / (decrease)
- $48,922,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $778,332 | $0 |
| Stiefel Nicolaus & Company, Inc. | RETAINED BY PLAN SPONSOR | $82,000 | not reported in the loaded dataset |
| Hungerford Nichols | RETAINED BY PLAN SPONSOR | $11,800 | not reported in the loaded dataset |