Havenpark 401(K) Retirement Plan — Form 5500 plan (Heartland Communities, 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, Havenpark 401(K) Retirement Plan is a benefit plan reported by Heartland Communities, LLC under EIN 81-3245597 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $3,602,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Communities, LLC
- EIN
- 81-3245597
- Plan number
- 001
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $3,602,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241015134709NAL0049696544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,602,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,602,673
- Net assets (BOY)
- $1,508,572
Income & contributions
- Employer contributions
- $668,845
- Participant contributions
- $803,321
- Total contributions
- $1,945,147
- Total income / additions
- $2,399,516
Expenses & distributions
- Benefits paid
- $279,975
- Administrative expenses
- $25,440
- Total expenses
- $305,415
- Net increase / (decrease)
- $2,094,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,592 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $8,149 | not reported in the loaded dataset | 2023 |
| Wc Administrators, LLC | THIRD PARTY ADMINISTATOR | $6,169 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $1,847 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $1,746 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Communities, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Orem, UT
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Wc Administrators, LLC — Schedule C compensation
- Empower Advisory Group,LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation