2023 Form 5500 filing — Heartland Equity Partners 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 20241010183138NAL0010340579001) for Heartland Equity Partners 401(K) Plan, reported by Cass Screw Machine Products, LLC under EIN 47-5006172 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010183138NAL0010340579001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cass Screw Machine Products, LLC
- EIN
- 47-5006172
- Plan number
- 001
- Location
- Brooklyn Center, MN
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,495,562
- Total liabilities (EOY)
- $5,110
- Net assets (EOY)
- $17,490,452
- Employer contributions
- $562,375
- Participant contributions
- $1,072,164
- Total income / additions
- $4,889,062
- Benefits paid
- $1,657,841
- Administrative expenses
- $83,519
- Total expenses
- $1,741,360
- Net increase / (decrease)
- $3,147,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $32,770 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $30,726 | not reported in the loaded dataset |
| Smith Schafer And Associates | NONE | $12,950 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $7,073 | $0 |