2023 Form 5500 filing — American Conservation Experience 403(B) Thrift 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 20241010155247NAL0036343504001) for American Conservation Experience 403(B) Thrift Plan, reported by American Conservation Experience under EIN 37-1473291 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155247NAL0036343504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Conservation Experience
- EIN
- 37-1473291
- Plan number
- 002
- Location
- Flagstaff, AZ
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,309,850
- Total liabilities (EOY)
- $69,945
- Net assets (EOY)
- $1,239,905
- Employer contributions
- $61,989
- Participant contributions
- $362,481
- Total income / additions
- $611,938
- Benefits paid
- $102,549
- Administrative expenses
- $13,900
- Total expenses
- $116,449
- Net increase / (decrease)
- $495,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORD KEEPER | $12,228 | $0 |