Who sponsors the American Heritage Federal Credit Union 401(K) Plan And Trust?

American Heritage Federal Credit Union 401(K) Plan And Trust is reported as sponsored by American Heritage Federal Credit Union (EIN 23-1370526, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for American Heritage Federal Credit Union 401(K) Plan And Trust?

The latest Form 5500 filing year loaded for American Heritage Federal Credit Union 401(K) Plan And Trust is 2023.

How many participants does American Heritage Federal Credit Union 401(K) Plan And Trust report?

American Heritage Federal Credit Union 401(K) Plan And Trust reports 743 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for American Heritage Federal Credit Union 401(K) Plan And Trust?

American Heritage Federal Credit Union 401(K) Plan And Trust reports $40,840,139 in end-of-year plan assets in its latest loaded Form 5500 filing.

American Heritage Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (American Heritage Federal Credit Union)

Plain-English plan 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, American Heritage Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by American Heritage Federal Credit Union under EIN 23-1370526 and plan number 002. The latest loaded filing year is 2023. The filing reports 743 participants and $40,840,139 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40.8MPlan net assets, end of year$40,840,139

Participants743Covered participants reported

Assets / participant$55KComputed: assets ÷ participants$54,967 (computed)

Provider compensation$110.6K2 Schedule C provider row(s)$110,625

Plan sponsor: American Heritage Federal Credit Union
EIN: 23-1370526
Plan number: 002
Plan type: 3
Location: Philadelphia, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	743	H, C	20241125151512NAL0009423696001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$40.8M total assets

Net assets$40.8MLiabilities$0

Money in vs. money out

Total income / additions$10.9M

Total expenses$3.5M

Benefits paid / distributions$3.4M

Contributions

Employer$2.7M

Participant$2.5M

Full reported line items

Net assets

Total assets (EOY): $40,840,139
Total liabilities (EOY): $0
Net assets (EOY): $40,840,139
Net assets (BOY): $33,431,747

Income & contributions

Employer contributions: $2,690,555
Participant contributions: $2,462,018
Total contributions: $5,221,711
Total income / additions: $10,935,090

Expenses & distributions

Benefits paid: $3,416,073
Administrative expenses: $110,625
Total expenses: $3,526,698
Net increase / (decrease): $7,408,392

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

52%48%

Employer 52%Participant 48%

Total expenses ÷ net assets9%Computed ratio

Benefits paid ÷ total income31%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Cmfg Life Insurance Company	NONE	$102,949	$0	2023
Envestnet Retirement Solutions, LLC	NONE	$7,676	not reported in the loaded dataset	2023