The Heartland Catfish/Tackett Farms 401(K) Plan — Form 5500 plan (Heartland Catfish Company, 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, The Heartland Catfish/Tackett Farms 401(K) Plan is a benefit plan reported by Heartland Catfish Company, Inc. under EIN 64-0784239 and plan number 001. The latest loaded filing year is 2023. The filing reports 512 participants and $8,013,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Catfish Company, Inc.
- EIN
- 64-0784239
- Plan number
- 001
- Plan type
- 2
- Location
- Itta Bena, MS
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $8,013,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20241011153222NAL0044948450001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,013,928
- Net assets (EOY)
- $8,013,928
- Net assets (BOY)
- $7,174,190
Income & contributions
- Employer contributions
- $199,294
- Participant contributions
- $432,266
- Total contributions
- $644,884
- Total income / additions
- $1,523,724
Expenses & distributions
- Benefits paid
- $659,453
- Administrative expenses
- $750
- Total expenses
- $683,986
- Net increase / (decrease)
- $839,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T.E. Lott & Company, P.A. | CONTRACT ADMINISTRATOR | $15,296 | $6,764 | 2023 |
| Taylor, Powell, Wilson & Hartford | AUDITOR | $14,000 | $0 | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $13,286 | $0 | 2023 |
| Stephens Group Asset Management | INVESTMENT ADVISOR | $5,222 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $131 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Catfish Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Itta Bena, MS
- T.E. Lott & Company, P.A. — Schedule C compensation
- Taylor, Powell, Wilson & Hartford — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Stephens Group Asset Management — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation