Who sponsors the First Heartland Capital, Inc. 401(K) Profit Sharing Plan?

First Heartland Capital, Inc. 401(K) Profit Sharing Plan is reported as sponsored by First Heartland Capital, Inc. (EIN 43-1635588, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for First Heartland Capital, Inc. 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for First Heartland Capital, Inc. 401(K) Profit Sharing Plan is 2023.

How many participants does First Heartland Capital, Inc. 401(K) Profit Sharing Plan report?

First Heartland Capital, Inc. 401(K) Profit Sharing Plan reports 29 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for First Heartland Capital, Inc. 401(K) Profit Sharing Plan?

First Heartland Capital, Inc. 401(K) Profit Sharing Plan reports $11,539,527 in end-of-year plan assets in its latest loaded Form 5500 filing.

First Heartland Capital, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (First Heartland Capital, 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, First Heartland Capital, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by First Heartland Capital, Inc. under EIN 43-1635588 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $11,539,527 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.5MPlan net assets, end of year$11,539,527

Participants29Covered participants reported

Assets / participant$397.9KComputed: assets ÷ participants$397,915 (computed)

Provider compensationNone reported

Plan sponsor: First Heartland Capital, Inc.
EIN: 43-1635588
Plan number: 001
Plan type: 2
Location: Lake St. Louis, MO
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	29	I	20240726084037NAL0033803298001

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.5M total assets

Net assets$11.5MLiabilities$0

Money in vs. money out

Total income / additions$4.4M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$120.6K

Participant$296.9K

Full reported line items

Net assets

Total assets (EOY): $11,539,527
Total liabilities (EOY): $0
Net assets (EOY): $11,539,527
Net assets (BOY): $8,441,672

Income & contributions

Employer contributions: $120,609
Participant contributions: $296,923
Total income / additions: $4,388,764

Expenses & distributions

Benefits paid: $1,290,214
Administrative expenses: $695
Total expenses: $1,290,909
Net increase / (decrease): $3,097,855

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

29%71%

Employer 29%Participant 71%

Total expenses ÷ net assets11%Computed ratio

Benefits paid ÷ total income29%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.