2023 Form 5500 filing — Desert Heights Charter Schools 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 20241015121110NAL0016339443001) for Desert Heights Charter Schools 401(K) Plan, reported by Desert Heights Charter Schools under EIN 91-2184875 and plan number 001. It reports 200 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)$2.1MReported net assets$2,079,000
Participants200
Provider compensation$15K2 Schedule C row(s)$14,978
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015121110NAL0016339443001
Plan sponsor
Desert Heights Charter Schools
EIN
91-2184875
Plan number
001
Location
Glendale, AZ
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$451.3K
Total expenses$69.1K
Benefits paid / distributions$53.5K
Contributions
Employer$65.5K
Participant$163K
Full reported line items
Total assets (EOY)
$2,079,000
Total liabilities (EOY)
$0
Net assets (EOY)
$2,079,000
Employer contributions
$65,550
Participant contributions
$162,958
Total income / additions
$451,281
Benefits paid
$53,548
Administrative expenses
$14,978
Total expenses
$69,130
Net increase / (decrease)
$382,151
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT MGMT · Direct $9.2K
  2. 2
    RECORDKEEPER · Direct $5.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015121110NAL0016339443001 cover?
It is the 2023 Form 5500 filing for Desert Heights Charter Schools 401(K) Plan, reported by Desert Heights Charter Schools (EIN 91-2184875).
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