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, Heart Of America 401(K) Plan is a benefit plan reported by Heart Of America Management, LLC under EIN 32-0052825 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,101 participants and $15,631,825 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,631,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,631,825
- Net assets (BOY)
- $14,111,198
Income & contributions
- Employer contributions
- $184,961
- Participant contributions
- $812,413
- Total contributions
- $1,009,077
- Total income / additions
- $3,349,835
Expenses & distributions
- Benefits paid
- $1,822,199
- Administrative expenses
- $2,850
- Total expenses
- $1,829,208
- Net increase / (decrease)
- $1,520,627