2023 Form 5500 filing — Heapy Engineering, Inc. Savings 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 20241011133939NAL0021958689001) for Heapy Engineering, Inc. Savings Plan, reported by Heapy Engineering under EIN 31-1743951 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133939NAL0021958689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heapy Engineering
- EIN
- 31-1743951
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,809,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,809,670
- Employer contributions
- $819,516
- Participant contributions
- $1,922,324
- Total income / additions
- $9,193,525
- Benefits paid
- $1,693,574
- Administrative expenses
- $157,197
- Total expenses
- $1,850,771
- Net increase / (decrease)
- $7,342,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Advisors | INVESTMENT ADVISORY | $53,569 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $44,145 | $0 |
| Creative Retirement Systems, Inc. | TPA | $4,913 | $891 |