Plan5500

Heartland Fabrication, LLC 401(K) Plan — Form 5500 plan (Heartland Fabrication, 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, Heartland Fabrication, LLC 401(K) Plan is a benefit plan reported by Heartland Fabrication, LLC under EIN 20-3489593 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $4,738,083 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heartland Fabrication, LLC
EIN
20-3489593
Plan number
001
Plan type
2
Location
Brownsville, PA
Latest filing year
2023
Participants
300
End-of-year plan assets
$4,738,083

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241015160306NAL0015034947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,738,083
Net assets (EOY)
$4,738,083
Net assets (BOY)
$3,483,612

Income & contributions

Employer contributions
$302,667
Participant contributions
$602,302
Total contributions
$905,089
Total income / additions
$1,590,033

Expenses & distributions

Benefits paid
$289,933
Administrative expenses
$45,629
Total expenses
$335,562
Net increase / (decrease)
$1,254,471

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$19,692not reported in the loaded dataset2023
Empower Annuity Insurance CoRECORDKEEPER$16,967not reported in the loaded dataset2023
Definiti LLCCONTRACT AMDIN$6,846$3,9382023
Empower Advisory GroupINVESTMENT MGM$2,122not reported in the loaded dataset2023

Related Form 5500 pages