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, Heidelberg Distributing - Local 1199 401(K) Savings Plan is a benefit plan reported by Dayton Heidelberg Distributing Co., LLC under EIN 31-0620091 and plan number 004. The latest loaded filing year is 2023. The filing reports 129 participants and $5,334,518 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,334,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,334,518
- Net assets (BOY)
- $6,361,530
Income & contributions
- Employer contributions
- $14,444
- Participant contributions
- $84,167
- Total contributions
- $98,611
- Total income / additions
- $1,302,854
Expenses & distributions
- Benefits paid
- $2,321,307
- Administrative expenses
- $8,559
- Total expenses
- $2,329,866
- Net increase / (decrease)
- -$1,027,012