Heartland Energy Partners 401(K) — Form 5500 plan (Heartland Energy Partners)
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 Energy Partners 401(K) is a benefit plan reported by Heartland Energy Partners under EIN 27-1166675 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $3,520,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Energy Partners
- EIN
- 27-1166675
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $3,520,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241011131906NAL0010955315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,520,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,520,220
- Net assets (BOY)
- $2,603,283
Income & contributions
- Employer contributions
- $182,229
- Participant contributions
- $363,593
- Total contributions
- $766,240
- Total income / additions
- $1,243,296
Expenses & distributions
- Benefits paid
- $295,422
- Administrative expenses
- $30,937
- Total expenses
- $326,359
- Net increase / (decrease)
- $916,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,667 | $0 | 2023 |
| The Haverford Trust Company | INVESTMENT ADVISORY | $12,564 | $4 | 2023 |
| Prime Benefits, Inc. | CONTRACT ADMINISTRATOR | $4,778 | $1,209 | 2023 |