2023 Form 5500 filing — Robert Heely, Inc. 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 20241030112508NAL0000556817001) for Robert Heely, Inc. 401(K) Plan, reported by Robert Heely, Inc. under EIN 95-3189622 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.7MReported net assets$3,741,953
Participants342
Provider compensation$57.6K4 Schedule C row(s)$57,596
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241030112508NAL0000556817001
- Plan sponsor
- Robert Heely, Inc.
- EIN
- 95-3189622
- Plan number
- 001
- Location
- Bakersfield, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,741,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,741,953
- Employer contributions
- $49,693
- Participant contributions
- $363,792
- Total income / additions
- $934,641
- Benefits paid
- $316,583
- Administrative expenses
- $47,824
- Total expenses
- $364,407
- Net increase / (decrease)
- $570,234
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,082 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $14,269 | $0 |
| Hicks Pension Services | CONTRACT ADMIN | $3,825 | $3,566 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $2,854 | not reported in the loaded dataset |