L. A. Hearne Company — 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, L. A. Hearne Company (EIN 94-1572509) is a plan sponsor located in King City, CA 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
94-1572509
Location
King City, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for L. A. Hearne Company

  • 1 loaded plans hold $8.6M in reported assets.
  • The largest, L. A. Hearne Company 401(K) Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 93 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.6MSummed across loaded plans$8,593,004
Total reported assets$8.6M$8,593,004
Total reported participants93
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.6M total assets
Net assets$8.6MLiabilities$0
Contributions & income
Employer contributions$131.2K
Participant contributions$395.4K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$310K
Total expenses$382.9K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%L. A. Hearne Company 401(K) Plan And Trust
Participants per plan93Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 93 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for L. A. Hearne Company. Open one for its full reported snapshot.

  1. 2023
    L. A. Hearne Company 401(K) Plan And Trust93 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does L. A. Hearne Company report on Form 5500?
L. A. Hearne Company (EIN 94-1572509) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for L. A. Hearne Company?
The Employer Identification Number (EIN) reported for L. A. Hearne Company is 94-1572509.
What is the latest Form 5500 filing year for L. A. Hearne Company?
The latest loaded Form 5500 filing year for L. A. Hearne Company is 2023.

Related Form 5500 pages