2023 Form 5500 filing — Great Hearts Academies 401(K) 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 20241015095915NAL0028000593001) for Great Hearts Academies 401(K) Plan, reported by Great Hearts Academies under EIN 20-2036133 and plan number 002. It reports 3,308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095915NAL0028000593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Hearts Academies
- EIN
- 20-2036133
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 3,308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,328,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,328,598
- Employer contributions
- $1,324,514
- Participant contributions
- $4,841,142
- Total income / additions
- $12,445,895
- Benefits paid
- $2,528,678
- Administrative expenses
- $170,822
- Total expenses
- $2,699,500
- Net increase / (decrease)
- $9,746,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $164,452 | $0 |
| Newport Trust Company | TRUSTEE | $6,370 | $0 |