Plan5500

Heritage Christian Schools, Inc. 401(K) Plan — Form 5500 plan (Heritage Christian Schools, Inc.)

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, Heritage Christian Schools, Inc. 401(K) Plan is a benefit plan reported by Heritage Christian Schools, Inc. under EIN 35-1111818 and plan number 003. The latest loaded filing year is 2023. The filing reports 253 participants and $6,001,186 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6MPlan net assets, end of year$6,001,186
Participants253Covered participants reported
Assets / participant$23.7KComputed: assets ÷ participants$23,720 (computed)
Provider compensation$51.6K4 Schedule C provider row(s)$51,553
Plan sponsor
Heritage Christian Schools, Inc.
EIN
35-1111818
Plan number
003
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    253 participants · 2Sch HSch C
    View filing →
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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$627.3K
Benefits paid / distributions$590.8K
Contributions
Employer$284K
Participant$773K
Full reported line items

Net assets

Total assets (EOY)
$6,001,186
Total liabilities (EOY)
$0
Net assets (EOY)
$6,001,186
Net assets (BOY)
$4,751,247

Income & contributions

Employer contributions
$283,962
Participant contributions
$772,986
Total contributions
$1,107,760
Total income / additions
$1,877,202

Expenses & distributions

Benefits paid
$590,842
Administrative expenses
$36,421
Total expenses
$627,263
Net increase / (decrease)
$1,249,939
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)
Employer 27%Participant 73%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$33.7K
    CONTRACT ADMINISTRATOR · Direct $33.7K · Indirect $0
  2. 2
    Commonwealth Financial Network$12.6K
    INVESTMENT ADVISORY · Direct $0 · Indirect $12.6K
  3. 3
    Retirement Plan Concepts & Services$5.3K
    CONTRACT ADMINISTRATOR · Direct $2.7K · Indirect $2.6K
  4. 4
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Heritage Christian Schools, Inc. 401(K) Plan?
Heritage Christian Schools, Inc. 401(K) Plan is reported as sponsored by Heritage Christian Schools, Inc. (EIN 35-1111818, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Heritage Christian Schools, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Heritage Christian Schools, Inc. 401(K) Plan is 2023.
How many participants does Heritage Christian Schools, Inc. 401(K) Plan report?
Heritage Christian Schools, Inc. 401(K) Plan reports 253 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Heritage Christian Schools, Inc. 401(K) Plan?
Heritage Christian Schools, Inc. 401(K) Plan reports $6,001,186 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages