Heller'S Gas, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Heller'S Gas, 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, Heller'S Gas, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Heller'S Gas, Inc. under EIN 23-2403226 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $13,935,629 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heller'S Gas, Inc.
EIN
23-2403226
Plan number
001
Plan type
2
Location
Berwick, PA
Latest filing year
2023
Participants
386
End-of-year plan assets
$13,935,629

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023386H, C20241015151540NAL0050128368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,935,629
Total liabilities (EOY)
$0
Net assets (EOY)
$13,935,629
Net assets (BOY)
$11,260,816

Income & contributions

Employer contributions
$1,066,839
Participant contributions
$780,572
Total contributions
$1,886,076
Total income / additions
$3,991,687

Expenses & distributions

Benefits paid
$1,261,194
Administrative expenses
$55,680
Total expenses
$1,316,874
Net increase / (decrease)
$2,674,813

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$29,569$02023
Trustmont Advisory Group IncNONE$26,111not reported in the loaded dataset2023

Related Form 5500 pages