2023 Form 5500 filing — Valley Forge Military Academy Foundation 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 20250415101505NAL0001374771004) for Valley Forge Military Academy Foundation Retirement Plan, reported by Valley Forge Military Academy Foundation under EIN 23-1178880 and plan number 002. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,054,929
Participants326
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250415101505NAL0001374771004
Plan sponsor
Valley Forge Military Academy Foundation
EIN
23-1178880
Plan number
002
Location
Wayne, PA
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)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$771.8K
Total expenses$1.3M
Benefits paid / distributions$1.3M
Full reported line items
Total assets (EOY)
$5,054,929
Net assets (EOY)
$5,054,929
Total income / additions
$771,824
Benefits paid
$1,253,210
Administrative expenses
$1,151
Total expenses
$1,254,361
Net increase / (decrease)
-$482,537

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415101505NAL0001374771004 cover?
It is the 2023 Form 5500 filing for Valley Forge Military Academy Foundation Retirement Plan, reported by Valley Forge Military Academy Foundation (EIN 23-1178880).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages