2023 Form 5500 filing — Edwin L Heim Co 401(K) Profit Sharing And Employee Stock Ownership 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 20250310142354NAL0008452835001) for Edwin L Heim Co 401(K) Profit Sharing And Employee Stock Ownership Plan, reported by Edwin L. Heim Company under EIN 23-1265924 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310142354NAL0008452835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edwin L. Heim Company
- EIN
- 23-1265924
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,548,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,548,107
- Employer contributions
- $3,522,615
- Participant contributions
- $1,095,295
- Total income / additions
- $14,872,597
- Benefits paid
- $5,170,779
- Administrative expenses
- $127,707
- Total expenses
- $5,298,486
- Net increase / (decrease)
- $9,574,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Financial Advisors | NONE | $113,729 | $12,857 |
| Capital Research And Company | NONE | $0 | $0 |
| Harbor Capital Advisors Inc | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| Massachusetts Financial Services Co | NONE | $0 | $0 |
| Pgim Investments LLC | NONE | $0 | $0 |
| Principal Global Investors LLC | NONE | $0 | $0 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 |
| Victory Capital Inc. | NONE | $0 | $0 |
| Virtus Fund Advisors, LLC | NONE | $0 | $0 |
| Goldman Sachs Asset , L.P. | NONE | $0 | $0 |