Heller Pension Associates, Inc. 401k Profit Sha Ring Plan & Trust — Form 5500 plan (Heller Pension Associates, 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, Heller Pension Associates, Inc. 401k Profit Sha Ring Plan & Trust is a benefit plan reported by Heller Pension Associates, Inc. under EIN 46-4034505 and plan number 003. The latest loaded filing year is 2023. The filing reports 9 participants and $3,573,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heller Pension Associates, Inc.
- EIN
- 46-4034505
- Plan number
- 003
- Plan type
- 2
- Location
- Hyde Park, NY
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $3,573,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240904135912NAL0043994242001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,573,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,573,477
- Net assets (BOY)
- $2,946,034
Income & contributions
- Employer contributions
- $32,790
- Participant contributions
- $82,900
- Total income / additions
- $628,378
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $935
- Total expenses
- $935
- Net increase / (decrease)
- $627,443
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.