2023 Form 5500 filing — The Heartland Catfish/Tackett Farms 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 20241011153222NAL0044948450001) for The Heartland Catfish/Tackett Farms 401(K) Plan, reported by Heartland Catfish Company, Inc. under EIN 64-0784239 and plan number 001. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153222NAL0044948450001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Catfish Company, Inc.
- EIN
- 64-0784239
- Plan number
- 001
- Location
- Itta Bena, MS
- Participants
- 512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,013,928
- Net assets (EOY)
- $8,013,928
- Employer contributions
- $199,294
- Participant contributions
- $432,266
- Total income / additions
- $1,523,724
- Benefits paid
- $659,453
- Administrative expenses
- $750
- Total expenses
- $683,986
- Net increase / (decrease)
- $839,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T.E. Lott & Company, P.A. | CONTRACT ADMINISTRATOR | $15,296 | $6,764 |
| Taylor, Powell, Wilson & Hartford | AUDITOR | $14,000 | $0 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $13,286 | $0 |
| Stephens Group Asset Management | INVESTMENT ADVISOR | $5,222 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $131 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |