Heattek, Inc. Savings And Retirement Plan — Form 5500 plan (Heattek, 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, Heattek, Inc. Savings And Retirement Plan is a benefit plan reported by Heattek, Inc. under EIN 39-2031247 and plan number 001. The latest loaded filing year is 2023. The filing reports 97 participants and $10,093,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heattek, Inc.
- EIN
- 39-2031247
- Plan number
- 001
- Plan type
- 2
- Location
- Ixonia, WI
- Latest filing year
- 2023
- Participants
- 97
- End-of-year plan assets
- $10,093,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 97 | I | 20240903073757NAL0040948594001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,093,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,093,606
- Net assets (BOY)
- $8,947,167
Income & contributions
- Employer contributions
- $136,354
- Participant contributions
- $668,016
- Total income / additions
- $2,444,999
Expenses & distributions
- Benefits paid
- $1,243,370
- Administrative expenses
- $55,190
- Total expenses
- $1,298,560
- Net increase / (decrease)
- $1,146,439
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.