Plan5500

3 Hearts LLC 401(K) Plan — Form 5500 plan (3 Hearts LLC)

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, 3 Hearts LLC 401(K) Plan is a benefit plan reported by 3 Hearts LLC under EIN 47-3665958 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $278,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
3 Hearts LLC
EIN
47-3665958
Plan number
001
Plan type
2
Location
Spartanburg, SC
Latest filing year
2023
Participants
146
End-of-year plan assets
$278,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241014101456NAL0014753859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$278,046
Total liabilities (EOY)
$0
Net assets (EOY)
$278,046
Net assets (BOY)
$210,247

Income & contributions

Employer contributions
$14,279
Participant contributions
$48,974
Total contributions
$63,253
Total income / additions
$86,784

Expenses & distributions

Benefits paid
$14,538
Administrative expenses
$4,447
Total expenses
$18,985
Net increase / (decrease)
$67,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance Corp.BUNDLED RECORDKEEPER$4,305$02023
Stadion Money Management, LLCMANAGED ACCOUNT PROVIDER$100not reported in the loaded dataset2023
Mesirow Financial Invest. Mgmt, Inc3(21) FIDUCIARY$43not reported in the loaded dataset2023

Related Form 5500 pages