How many benefit plans does Hepler Broom, LLC report on Form 5500?

Hepler Broom, LLC (EIN 37-1009085) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Hepler Broom, LLC?

The Employer Identification Number (EIN) reported for Hepler Broom, LLC is 37-1009085.

What is the latest Form 5500 filing year for Hepler Broom, LLC?

The latest loaded Form 5500 filing year for Hepler Broom, LLC is 2023.

Hepler Broom, 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, Hepler Broom, LLC (EIN 37-1009085) is a plan sponsor located in Edwardsville, IL with 1 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: 37-1009085
Location: Edwardsville, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $67,344,464
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $67,344,464

Contributions & income

Employer contributions: $1,471,326
Participant contributions: $1,503,356
Total income / additions: $12,209,493

Expenses & distributions

Benefits paid / distributions: $4,078,989
Total expenses: $4,160,945
Net increase / (decrease): $8,048,548

Coverage

Total reported participants: 523
Plans with financial statements: 1
Plans with provider compensation: 1

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

Hepler Broom, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heplerbroom, LLC 401(K) Profit Sharing Plan	002	287	$67,344,464	2023
Heplerbroom LLC Welfare Benefit Plan	501	236	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 Hepler Broom, LLC
Year	Plan	Participants	Schedules	Filing
2023	Heplerbroom LLC Welfare Benefit Plan	236	—	20240624172437NAL0004224803001
2023	Heplerbroom, LLC 401(K) Profit Sharing Plan	287	H, C	20241008135624NAL0030158416001