2023 Form 5500 filing — Heritage Homes Of Nebraska, Inc. Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240618162659NAL0006610514001) for Heritage Homes Of Nebraska, Inc. Profit Sharing Plan, reported by Heritage Homes Of Nebraska under EIN 47-0597251 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618162659NAL0006610514001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Homes Of Nebraska
- EIN
- 47-0597251
- Plan number
- 001
- Location
- Wayne, NE
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,421,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,421,610
- Employer contributions
- $52,590
- Participant contributions
- $376,956
- Total income / additions
- $1,699,103
- Benefits paid
- $141,551
- Administrative expenses
- $48,388
- Total expenses
- $189,939
- Net increase / (decrease)
- $1,509,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | N/A | $29,313 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists | N/A | $16,792 | not reported in the loaded dataset |