Home School Legal Defense Association 401(K) Plan — Form 5500 plan (Home School Legal Defense Association)
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, Home School Legal Defense Association 401(K) Plan is a benefit plan reported by Home School Legal Defense Association under EIN 52-1354365 and plan number 003. The latest loaded filing year is 2023. The filing reports 139 participants and $14,943,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home School Legal Defense Association
- EIN
- 52-1354365
- Plan number
- 003
- Plan type
- 2
- Location
- Purcellville, VA
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $14,943,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20250110133217NAL0014199857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,943,049
- Total liabilities (EOY)
- $3,370
- Net assets (EOY)
- $14,939,679
- Net assets (BOY)
- $13,140,856
Income & contributions
- Employer contributions
- $582,346
- Participant contributions
- $335,148
- Total contributions
- $933,883
- Total income / additions
- $3,330,792
Expenses & distributions
- Benefits paid
- $1,522,327
- Administrative expenses
- $9,642
- Total expenses
- $1,531,969
- Net increase / (decrease)
- $1,798,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $9,642 | $0 | 2023 |