Heat Trace Products LLC Cash Balance Plan — Form 5500 plan (Heat Trace Products 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, Heat Trace Products LLC Cash Balance Plan is a benefit plan reported by Heat Trace Products LLC under EIN 20-1624779 and plan number 002. The latest loaded filing year is 2023. The filing reports 20 participants and $602,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heat Trace Products LLC
- EIN
- 20-1624779
- Plan number
- 002
- Plan type
- 2
- Location
- Leominster, MA
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $602,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20241014132539NAL0027385041001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $602,986
- Net assets (EOY)
- $602,986
- Net assets (BOY)
- $1,420,323
Income & contributions
- Total income / additions
- $91,447
Expenses & distributions
- Benefits paid
- $901,108
- Administrative expenses
- $7,676
- Total expenses
- $908,784
- Net increase / (decrease)
- -$817,337
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.