Heritage Petroleum, LLC 401(K) Plan — Form 5500 plan (Heritage Petroleum, 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 Petroleum, LLC 401(K) Plan is a benefit plan reported by Heritage Petroleum, LLC under EIN 35-2152995 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $8,086,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Petroleum, LLC
- EIN
- 35-2152995
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $8,086,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241010114727NAL0020016129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,086,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,086,586
- Net assets (BOY)
- $6,752,308
Income & contributions
- Employer contributions
- $450,780
- Participant contributions
- $786,719
- Total contributions
- $1,254,034
- Total income / additions
- $2,460,342
Expenses & distributions
- Benefits paid
- $1,067,336
- Administrative expenses
- $58,728
- Total expenses
- $1,126,064
- Net increase / (decrease)
- $1,334,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old National Wealth Mgmt | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Harding, Shymanski And Company Psc | NONE | $19,375 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $19,353 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heritage Petroleum, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Old National Wealth Mgmt — Schedule C compensation
- Harding, Shymanski And Company Psc — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation