2023 Form 5500 filing — J.D. Heiskell Holdings, LLC 401(K) 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 20240813083841NAL0010339953001) for J.D. Heiskell Holdings, LLC 401(K) Plan, reported by J.D. Heiskell Holdings, LLC under EIN 77-0543702 and plan number 001. It reports 1,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240813083841NAL0010339953001
Filing year
2023
Form type
2
Plan sponsor
J.D. Heiskell Holdings, LLC
EIN
77-0543702
Plan number
001
Location
Tulare, CA
Participants
1,019
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$63,715,107
Total liabilities (EOY)
$0
Net assets (EOY)
$63,715,107
Employer contributions
$2,012,008
Participant contributions
$4,094,953
Total income / additions
$14,705,399
Benefits paid
$8,288,566
Administrative expenses
$144,180
Total expenses
$8,432,746
Net increase / (decrease)
$6,272,653
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Group, Inc.RECORDKEEPER$114,266$0
Newport Trust CompanyTRUSTEE$29,914$0

Related Form 5500 pages