Heartview Foundation 401(K) Profit Sharing Plan — Form 5500 plan (Heartview Foundation)
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, Heartview Foundation 401(K) Profit Sharing Plan is a benefit plan reported by Heartview Foundation under EIN 45-0282159 and plan number 002. The latest loaded filing year is 2023. The filing reports 159 participants and $5,120,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartview Foundation
- EIN
- 45-0282159
- Plan number
- 002
- Plan type
- 2
- Location
- Bismarck, ND
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $5,120,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20240920101953NAL0002883491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,120,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,120,738
- Net assets (BOY)
- $3,676,557
Income & contributions
- Employer contributions
- $446,021
- Participant contributions
- $368,733
- Total contributions
- $988,104
- Total income / additions
- $1,671,402
Expenses & distributions
- Benefits paid
- $190,433
- Administrative expenses
- $36,788
- Total expenses
- $227,221
- Net increase / (decrease)
- $1,444,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bravera Wealth | TRUSTEE/ RECORDKEEPER | $36,788 | $0 | 2023 |