2023 Form 5500 filing — Warm Hearth, 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 20250218141711NAL0003256017001) for Warm Hearth, Inc. 401(K) Plan, reported by Warm Hearth, Inc. under EIN 23-7378013 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218141711NAL0003256017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warm Hearth, Inc.
- EIN
- 23-7378013
- Plan number
- 001
- Location
- Blacksburg, VA
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,878,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,878,796
- Employer contributions
- $126,575
- Participant contributions
- $284,771
- Total income / additions
- $954,008
- Benefits paid
- $1,163,339
- Administrative expenses
- $17,438
- Total expenses
- $1,180,777
- Net increase / (decrease)
- -$226,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $12,355 | $0 |
| Edward D. Jones | INVESTMENT ADVISOR | $1,410 | not reported in the loaded dataset |
| Retirement Planners & Administrator | TPA | $1,300 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPING | $287 | not reported in the loaded dataset |
| Wilshire Associates Inc(Usa) | INVESTMENT ADVISOR | $141 | not reported in the loaded dataset |