Heidelberg Engineering, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Heidelberg Engineering, Inc.)

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 Engineering, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Heidelberg Engineering, Inc. under EIN 36-3970797 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $13,416,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heidelberg Engineering, Inc.
EIN
36-3970797
Plan number
001
Plan type
2
Location
Franklin, MA
Latest filing year
2023
Participants
124
End-of-year plan assets
$13,416,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20241009113508NAL0010568083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,416,482
Total liabilities (EOY)
$0
Net assets (EOY)
$13,416,482
Net assets (BOY)
$10,062,527

Income & contributions

Employer contributions
$459,334
Participant contributions
$1,133,070
Total contributions
$1,844,432
Total income / additions
$4,027,839

Expenses & distributions

Benefits paid
$670,867
Administrative expenses
$3,017
Total expenses
$673,884
Net increase / (decrease)
$3,353,955

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,469$02023

Related Form 5500 pages