Harlan Heller, Ltd. Profit Sharing Plan — Form 5500 plan (Heller, Holmes & Associates, P.C.)
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, Harlan Heller, Ltd. Profit Sharing Plan is a benefit plan reported by Heller, Holmes & Associates, P.C. under EIN 37-0969656 and plan number 002. The latest loaded filing year is 2023. The filing reports 18 participants and $10,228,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heller, Holmes & Associates, P.C.
- EIN
- 37-0969656
- Plan number
- 002
- Plan type
- 2
- Location
- Mattoon, IL
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $10,228,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240312135253NAL0023090883001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,228,286
- Net assets (EOY)
- $10,228,286
- Net assets (BOY)
- $10,098,962
Income & contributions
- Employer contributions
- $146,796
- Total income / additions
- $1,296,885
Expenses & distributions
- Benefits paid
- $1,167,561
- Total expenses
- $1,167,561
- Net increase / (decrease)
- $129,324
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.