2023 Form 5500 filing — Heritage Products Inc. Retirement Savings 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 20250728091123NAL0000649523001) for Heritage Products Inc. Retirement Savings Plan, reported by Heritage Products Inc. under EIN 36-3603927 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250728091123NAL0000649523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Products Inc.
- EIN
- 36-3603927
- Plan number
- 001
- Location
- Crawfordsville, IN
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,425,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,425,193
- Employer contributions
- $100,721
- Participant contributions
- $224,730
- Total income / additions
- $1,259,921
- Benefits paid
- $683,449
- Administrative expenses
- $20,455
- Total expenses
- $703,904
- Net increase / (decrease)
- $556,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,487 | $28,800 |
| Usi Advisors | NONE | $18,540 | not reported in the loaded dataset |