Heorot Power 401(K) Plan — Form 5500 plan (Heorot Power Holdings 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, Heorot Power 401(K) Plan is a benefit plan reported by Heorot Power Holdings LLC under EIN 64-0958567 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $16,027,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heorot Power Holdings LLC
- EIN
- 64-0958567
- Plan number
- 001
- Plan type
- 2
- Location
- Lafayette, CO
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $16,027,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241015213851NAL0015438083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,027,244
- Total liabilities (EOY)
- $45,316
- Net assets (EOY)
- $15,981,928
- Net assets (BOY)
- $15,380,544
Income & contributions
- Employer contributions
- $407,638
- Participant contributions
- $693,904
- Total contributions
- $1,101,542
- Total income / additions
- $3,682,421
Expenses & distributions
- Benefits paid
- $3,067,200
- Administrative expenses
- $1,441
- Total expenses
- $3,081,037
- Net increase / (decrease)
- $601,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $152 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |