American Conservation Experience 403(B) Thrift Plan — Form 5500 plan (American Conservation Experience)
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 Conservation Experience 403(B) Thrift Plan is a benefit plan reported by American Conservation Experience under EIN 37-1473291 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $1,309,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Conservation Experience
- EIN
- 37-1473291
- Plan number
- 002
- Plan type
- 2
- Location
- Flagstaff, AZ
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $1,309,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241010155247NAL0036343504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,309,850
- Total liabilities (EOY)
- $69,945
- Net assets (EOY)
- $1,239,905
- Net assets (BOY)
- $744,416
Income & contributions
- Employer contributions
- $61,989
- Participant contributions
- $362,481
- Total contributions
- $427,093
- Total income / additions
- $611,938
Expenses & distributions
- Benefits paid
- $102,549
- Administrative expenses
- $13,900
- Total expenses
- $116,449
- Net increase / (decrease)
- $495,489
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORD KEEPER | $12,228 | $0 | 2023 |