2023 Form 5500 filing — Heartland Realty Investors, Inc. Profit Sharing 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 20240925161739NAL0014630225001) for Heartland Realty Investors, Inc. Profit Sharing Plan & Trust, reported by Heartland Realty Investors, Inc. under EIN 41-1308270 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925161739NAL0014630225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Realty Investors, Inc.
- EIN
- 41-1308270
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,658,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,658,296
- Employer contributions
- $187,112
- Participant contributions
- $403,923
- Total income / additions
- $1,533,669
- Benefits paid
- $1,048,414
- Administrative expenses
- $64,868
- Total expenses
- $1,118,779
- Net increase / (decrease)
- $414,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Christensen Group Financial | INVESTMENT ADVISOR | $25,343 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,310 | not reported in the loaded dataset |
| Tax Sheltered Compensation | CONTRACT ADMIN | $10,514 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $6,365 | not reported in the loaded dataset |