2023 Form 5500 filing — Heritage Broadcasting Company Of Michigan 401(K) 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 20241004081203NAL0011920001001) for Heritage Broadcasting Company Of Michigan 401(K) Profit Sharing Plan, reported by Heritage Broadcasting Company Of Michigan under EIN 38-2706835 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004081203NAL0011920001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Broadcasting Company Of Michigan
- EIN
- 38-2706835
- Plan number
- 001
- Location
- Cadillac, MI
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,362,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,362,493
- Employer contributions
- $175,826
- Participant contributions
- $494,474
- Total income / additions
- $1,758,809
- Benefits paid
- $734,667
- Administrative expenses
- $48,385
- Total expenses
- $783,052
- Net increase / (decrease)
- $975,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Investment Company LLC | INVESTMENT ADVISOR | $18,190 | not reported in the loaded dataset |
| Empower Advisory Group LLC | RECORDKEEPER/INVEST MGMT | $16,121 | $0 |
| Rehmann Financial Group | RECORDKEEPER CONTRACT AD | $13,295 | not reported in the loaded dataset |
| Envestnet Retirement Solutions LLC | OTHER | $779 | not reported in the loaded dataset |