How many benefit plans does Heartland Communities, LLC report on Form 5500?

Heartland Communities, LLC (EIN 81-3245597) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heartland Communities, LLC?

The Employer Identification Number (EIN) reported for Heartland Communities, LLC is 81-3245597.

What is the latest Form 5500 filing year for Heartland Communities, LLC?

The latest loaded Form 5500 filing year for Heartland Communities, LLC is 2023.

Heartland Communities, 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, Heartland Communities, LLC (EIN 81-3245597) is a plan sponsor located in Orem, UT 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: 81-3245597
Location: Orem, UT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $3,602,673
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $3,602,673

Contributions & income

Employer contributions: $668,845
Participant contributions: $803,321
Total income / additions: $2,399,516

Expenses & distributions

Benefits paid / distributions: $279,975
Total expenses: $305,415
Net increase / (decrease): $2,094,101

Coverage

Total reported participants: 530
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

Heartland Communities, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Havenpark 401(K) Retirement Plan	001	276	$3,602,673	2023
Heartland Communities, LLC Health And Welfare Wrap Plan	501	254	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 Heartland Communities, LLC
Year	Plan	Participants	Schedules	Filing
2023	Heartland Communities, LLC Health And Welfare Wrap Plan	254	—	20240711173225NAL0010690787001
2023	Havenpark 401(K) Retirement Plan	276	H, C	20241015134709NAL0049696544001