How many benefit plans does Heritage Petroleum, LLC report on Form 5500?

Heritage Petroleum, LLC (EIN 35-2152995) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heritage Petroleum, LLC?

The Employer Identification Number (EIN) reported for Heritage Petroleum, LLC is 35-2152995.

What is the latest Form 5500 filing year for Heritage Petroleum, LLC?

The latest loaded Form 5500 filing year for Heritage Petroleum, LLC is 2023.

Heritage Petroleum, LLC — 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, Heritage Petroleum, LLC (EIN 35-2152995) is a plan sponsor located in Evansville, IN 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: 35-2152995
Location: Evansville, IN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $8,086,586
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $8,086,586

Contributions & income

Employer contributions: $450,780
Participant contributions: $786,719
Total income / additions: $2,460,342

Expenses & distributions

Benefits paid / distributions: $1,067,336
Total expenses: $1,126,064
Net increase / (decrease): $1,334,278

Coverage

Total reported participants: 404
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

Heritage Petroleum, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heritage Petroleum, LLC 401(K) Plan	001	229	$8,086,586	2023
Heritage Petroleum, LLC Employee Benefit Plan	501	175	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Petroleum, LLC
Year	Plan	Participants	Schedules	Filing
2023	Heritage Petroleum, LLC 401(K) Plan	229	H, C	20241010114727NAL0020016129001
2023	Heritage Petroleum, LLC Employee Benefit Plan	175	C	20241127105353NAL0011373408001