How many benefit plans does Heck Capital Advisors, LLC report on Form 5500?

Heck Capital Advisors, LLC (EIN 26-0202276) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heck Capital Advisors, LLC?

The Employer Identification Number (EIN) reported for Heck Capital Advisors, LLC is 26-0202276.

What is the latest Form 5500 filing year for Heck Capital Advisors, LLC?

The latest loaded Form 5500 filing year for Heck Capital Advisors, LLC is 2023.

Heck Capital Advisors, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Heck Capital Advisors, LLC (EIN 26-0202276) is a plan sponsor located in Rhinelander, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 26-0202276
Location: Rhinelander, WI
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Heck Capital Advisors, LLC

1 loaded plans hold $6.6M in reported assets.
The largest, Heck Capital Advisors, LLC 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
Plans cover 26 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.6MSummed across loaded plans$6,601,560

Total reported assets$6.6M$6,601,560

Total reported participants26

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.6M total assets

Net assets$6.6MLiabilities$0

Contributions & income

Employer contributions$119.6K

Participant contributions$308.6K

Total income / additions$1.2M

Expenses & distributions

Benefits paid / distributions$20.2K

Total expenses$20.2K

Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Heck Capital Advisors, LLC 401(K) Profit Sharing Plan

Participants per plan26Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Heck Capital Advisors, LLC 401(K) Profit Sharing Plan$6.6M
Plan #001 · 26 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Heck Capital Advisors, LLC. Open one for its full reported snapshot.

2023
Heck Capital Advisors, LLC 401(K) Profit Sharing Plan26 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Heck Capital Advisors, LLC report on Form 5500?: Heck Capital Advisors, LLC (EIN 26-0202276) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Heck Capital Advisors, LLC?: The Employer Identification Number (EIN) reported for Heck Capital Advisors, LLC is 26-0202276.
What is the latest Form 5500 filing year for Heck Capital Advisors, LLC?: The latest loaded Form 5500 filing year for Heck Capital Advisors, LLC is 2023.