2023 Form 5500 filing — Heartland Fabrication, LLC 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 20241015160306NAL0015034947001) for Heartland Fabrication, LLC 401(K) Plan, reported by Heartland Fabrication, LLC under EIN 20-3489593 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160306NAL0015034947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Fabrication, LLC
- EIN
- 20-3489593
- Plan number
- 001
- Location
- Brownsville, PA
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,738,083
- Net assets (EOY)
- $4,738,083
- Employer contributions
- $302,667
- Participant contributions
- $602,302
- Total income / additions
- $1,590,033
- Benefits paid
- $289,933
- Administrative expenses
- $45,629
- Total expenses
- $335,562
- Net increase / (decrease)
- $1,254,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $19,692 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $16,967 | not reported in the loaded dataset |
| Definiti LLC | CONTRACT AMDIN | $6,846 | $3,938 |
| Empower Advisory Group | INVESTMENT MGM | $2,122 | not reported in the loaded dataset |