Heritage Hr LLC 401(K) Profit Sharing Plan — Form 5500 plan (Heritage Hr 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 Hr LLC 401(K) Profit Sharing Plan is a benefit plan reported by Heritage Hr LLC under EIN 27-4058667 and plan number 001. The latest loaded filing year is 2023. The filing reports 964 participants and $8,670,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Hr LLC
- EIN
- 27-4058667
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 964
- End-of-year plan assets
- $8,670,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 964 | H, C | 20241015143010NAL0016628691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,670,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,670,205
- Net assets (BOY)
- $6,687,814
Income & contributions
- Employer contributions
- $499,169
- Participant contributions
- $923,269
- Total contributions
- $1,582,364
- Total income / additions
- $2,782,903
Expenses & distributions
- Benefits paid
- $730,498
- Administrative expenses
- $70,014
- Total expenses
- $800,512
- Net increase / (decrease)
- $1,982,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $35,940 | $0 | 2023 |
| Bam Advisor Services | ADVISOR | $30,516 | not reported in the loaded dataset | 2023 |