Heartland Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Heartland Bank (EIN 31-4159950) is a plan sponsor located in Whitehall, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-4159950
Location
Whitehall, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,161,977
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,161,977

Contributions & income

Employer contributions
$785,995
Participant contributions
$1,827,831
Total income / additions
$4,725,213

Expenses & distributions

Benefits paid / distributions
$1,302,523
Total expenses
$1,404,731
Net increase / (decrease)
$3,320,482

Coverage

Total reported participants
684
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Heartland Bank plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Heartland Bank 401(K) Profit Sharing Plan001394$21,161,9772023
Heartland Bank Employee Benefit Plan501290not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heartland Bank
YearPlanParticipantsSchedulesFiling
2023Heartland Bank Employee Benefit Plan290C20240731090232NAL0021976913001
2023Heartland Bank 401(K) Profit Sharing Plan394H, C20241002091816NAL0008073713001

Related Form 5500 pages