Heritage Restoration LLC. 401(K)Profit Sharing Plan — Form 5500 plan (Heritage Restoration LLC)
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, Heritage Restoration LLC. 401(K)Profit Sharing Plan is a benefit plan reported by Heritage Restoration LLC under EIN 04-2894657 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $4,756,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Restoration LLC
- EIN
- 04-2894657
- Plan number
- 001
- Plan type
- 2
- Location
- Rockland, MA
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $4,756,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240801093627NAL0022777905001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,756,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,756,040
- Net assets (BOY)
- $4,091,941
Income & contributions
- Employer contributions
- $218,185
- Participant contributions
- $62,161
- Total income / additions
- $707,862
Expenses & distributions
- Benefits paid
- $43,713
- Administrative expenses
- $50
- Total expenses
- $43,763
- Net increase / (decrease)
- $664,099
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.