2023 Form 5500 filing — Heller Pension Associates, Inc. 401k Profit Sha Ring Plan & Trust
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 20240904135912NAL0043994242001) for Heller Pension Associates, Inc. 401k Profit Sha Ring Plan & Trust, reported by Heller Pension Associates, Inc. under EIN 46-4034505 and plan number 003. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240904135912NAL0043994242001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heller Pension Associates, Inc.
- EIN
- 46-4034505
- Plan number
- 003
- Location
- Hyde Park, NY
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,573,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,573,477
- Employer contributions
- $32,790
- Participant contributions
- $82,900
- Total income / additions
- $628,378
- Benefits paid
- $0
- Administrative expenses
- $935
- Total expenses
- $935
- Net increase / (decrease)
- $627,443
- Schedule source
- Schedule I