Heilind Electronics, Inc. 401(K) Plan — Form 5500 plan (Heilind Electronics, Inc.)
Plain-English plan 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, Heilind Electronics, Inc. 401(K) Plan is a benefit plan reported by Heilind Electronics, Inc. under EIN 04-2534289 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,049 participants and $62,122,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heilind Electronics, Inc.
- EIN
- 04-2534289
- Plan number
- 002
- Plan type
- 2
- Location
- Wilmington, MA
- Latest filing year
- 2023
- Participants
- 1,049
- End-of-year plan assets
- $62,122,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,049 | H, C | 20241010152216NAL0020421169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,122,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,122,011
- Net assets (BOY)
- $51,770,266
Income & contributions
- Employer contributions
- $978,942
- Participant contributions
- $4,093,463
- Total contributions
- $5,699,012
- Total income / additions
- $14,059,026
Expenses & distributions
- Benefits paid
- $3,544,230
- Administrative expenses
- $85,214
- Total expenses
- $3,703,150
- Net increase / (decrease)
- $10,355,876
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,900 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $24,981 | not reported in the loaded dataset | 2023 |
| Coastal Capital Group | ADVISOR | $12,481 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,851 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heilind Electronics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Wilmington, MA
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Coastal Capital Group — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation