2023 Form 5500 filing — American Preparatory Academy 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 20250616140041NAL0000499155001) for American Preparatory Academy 401(K) Plan, reported by Utah Charter Academies Dba American Preparatory Academy under EIN 68-0547532 and plan number 003. It reports 941 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)$13.7MReported net assets$13,706,958
Participants941
Provider compensation$79.4K2 Schedule C row(s)$79,438
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250616140041NAL0000499155001
Plan sponsor
Utah Charter Academies Dba American Preparatory Academy
EIN
68-0547532
Plan number
003
Location
Draper, UT
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)$13.7M total assets
Net assets$13.7MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$813.5K
Benefits paid / distributions$734.1K
Contributions
Employer$1M
Participant$1.2M
Full reported line items
Total assets (EOY)
$13,706,958
Total liabilities (EOY)
$0
Net assets (EOY)
$13,706,958
Employer contributions
$1,027,192
Participant contributions
$1,248,223
Total income / additions
$4,552,500
Benefits paid
$734,069
Administrative expenses
$79,438
Total expenses
$813,507
Net increase / (decrease)
$3,738,993
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $46.7K · Indirect $0
  2. 2
    ADVISOR · Direct $32.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250616140041NAL0000499155001 cover?
It is the 2023 Form 5500 filing for American Preparatory Academy 401(K) Plan, reported by Utah Charter Academies Dba American Preparatory Academy (EIN 68-0547532).
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