2023 Form 5500 filing — Heartland Produce Co. 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 20241008105122NAL0009565635001) for Heartland Produce Co. 401(K) Plan, reported by Heartland Produce Co. under EIN 36-3629093 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008105122NAL0009565635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Produce Co.
- EIN
- 36-3629093
- Plan number
- 001
- Location
- Kenosha, WI
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,784,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,784,801
- Employer contributions
- $229,802
- Participant contributions
- $548,619
- Total income / additions
- $2,225,888
- Benefits paid
- $237,084
- Administrative expenses
- $10,306
- Total expenses
- $247,390
- Net increase / (decrease)
- $1,978,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISORY | $4,138 | $1,612 |
| The Retirement Advantage | OTHER SERVICES | $0 | $4,758 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISOR | $4,138 | $0 |