American Heritage Railways 401(K) Plan — Form 5500 plan (American Heritage Railways, 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, American Heritage Railways 401(K) Plan is a benefit plan reported by American Heritage Railways, Inc. under EIN 65-0848158 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $7,218,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Heritage Railways, Inc.
EIN
65-0848158
Plan number
001
Plan type
2
Location
Durango, CO
Latest filing year
2023
Participants
272
End-of-year plan assets
$7,218,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20240904111206NAL0019632065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,218,856
Total liabilities (EOY)
$0
Net assets (EOY)
$7,218,856
Net assets (BOY)
$5,717,545

Income & contributions

Employer contributions
$213,090
Participant contributions
$517,420
Total contributions
$730,510
Total income / additions
$1,717,703

Expenses & distributions

Benefits paid
$211,193
Administrative expenses
$5,199
Total expenses
$216,392
Net increase / (decrease)
$1,501,311

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$5,199$02023

Related Form 5500 pages