Heartland Enterprises 401(K) Plan — Form 5500 plan (Heartland Enterprises. Ltd.)
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, Heartland Enterprises 401(K) Plan is a benefit plan reported by Heartland Enterprises. Ltd. under EIN 74-2821843 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $1,733,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Enterprises. Ltd.
- EIN
- 74-2821843
- Plan number
- 001
- Plan type
- 2
- Location
- Fredericksburg, TX
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $1,733,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240605091721NAL0009834307001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,733,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,733,326
- Net assets (BOY)
- $1,517,610
Income & contributions
- Employer contributions
- $15,554
- Participant contributions
- $45,541
- Total income / additions
- $331,820
Expenses & distributions
- Benefits paid
- $115,579
- Administrative expenses
- $525
- Total expenses
- $116,104
- Net increase / (decrease)
- $215,716
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.