W. Steven Heise Defined Benefit Pension Plan — Form 5500 plan (W. Steven Heise)
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, W. Steven Heise Defined Benefit Pension Plan is a benefit plan reported by W. Steven Heise under EIN 33-0886344 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $2,451,997 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W. Steven Heise
- EIN
- 33-0886344
- Plan number
- 001
- Plan type
- 2
- Location
- Upland, CA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $2,451,997
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20250930044245NAL0018889826001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,451,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,451,997
- Net assets (BOY)
- $2,301,559
Income & contributions
- Employer contributions
- $250,000
- Participant contributions
- $0
- Total income / additions
- $150,438
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $150,438
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.