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 School Of Newnan Retirement Plan is a benefit plan reported by The Heritage School, Inc. under EIN 58-1077670 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $4,916,414 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,916,414
- Total liabilities (EOY)
- $5,170
- Net assets (EOY)
- $4,911,244
- Net assets (BOY)
- $4,808,355
Income & contributions
- Employer contributions
- $106,707
- Participant contributions
- $206,931
- Total contributions
- $317,364
- Total income / additions
- $936,825
Expenses & distributions
- Benefits paid
- $815,242
- Administrative expenses
- $12,534
- Total expenses
- $833,936
- Net increase / (decrease)
- $102,889