Plan5500

Heritage Tractor 401(K) Plan — Form 5500 plan (Heritage Tractor, 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, Heritage Tractor 401(K) Plan is a benefit plan reported by Heritage Tractor, Inc. under EIN 48-1194280 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $24,252,666 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Tractor, Inc.
EIN
48-1194280
Plan number
001
Plan type
2
Location
Baldwin City, KS
Latest filing year
2023
Participants
637
End-of-year plan assets
$24,252,666

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023637H, C20241012071155NAL0046325986001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,252,666
Total liabilities (EOY)
$0
Net assets (EOY)
$24,252,666
Net assets (BOY)
$19,206,053

Income & contributions

Employer contributions
$880,729
Participant contributions
$2,276,890
Total contributions
$3,208,889
Total income / additions
$6,808,251

Expenses & distributions

Benefits paid
$1,656,906
Administrative expenses
$104,732
Total expenses
$1,761,638
Net increase / (decrease)
$5,046,613

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mariner, LLCINVESTMENT ADVISOR$41,124not reported in the loaded dataset2023
The Vanguard GroupRECORDKEEPER$38,897not reported in the loaded dataset2023
Erisa Services Midwest LLCCONTRACT ADMIN$27,991not reported in the loaded dataset2023
Erisa Services Of AlabamaCONTRACT ADMIN$4,275not reported in the loaded dataset2023

Related Form 5500 pages