Plan5500

Heller Ford Sales, Inc. — 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, Heller Ford Sales, Inc. (EIN 37-1015200) is a plan sponsor located in El Paso, IL with 5 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
37-1015200
Location
El Paso, IL
Loaded plans
5
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 Heller Ford Sales, Inc.

  • 5 loaded plans hold $14.9M in reported assets.
  • The largest, Heller 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 687 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.9MSummed across loaded plans$14,908,351
Total reported assets$14.9M$14,908,540
Total reported participants687
Total reported liabilities$189

Reported net position

Reported assets = net assets + liabilities (summed)$14.9M total assets
Net assets$14.9MLiabilities$189
Contributions & income
Employer contributions$258.7K
Participant contributions$875.6K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$445.6K
Total expenses$515.8K
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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%Heller 401(K) Plan
Participants per plan137Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Heller 401(K) Plan$14.9M
    Plan #002 · 218 participants · 2023
  2. 2
    Heller Ford Life Insurance Plannot reported in the loaded dataset
    Plan #510 · 140 participants · 2023
  3. 3
    Heller Ford Health Insurance Plannot reported in the loaded dataset
    Plan #512 · 116 participants · 2023
  4. 4
    Heller Ford Dental Insurance Plannot reported in the loaded dataset
    Plan #511 · 109 participants · 2023
  5. 5
    Heller Ford Vision Insurance Plannot reported in the loaded dataset
    Plan #513 · 104 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 Heller Ford Sales, Inc.. Open one for its full reported snapshot.

  1. 2023
    Heller 401(K) Plan218 participants · 2Sch HSch C
    View filing →
  2. 2023
    Heller Ford Dental Insurance Plan109 participants · 2No schedules
    View filing →
  3. 2023
    Heller Ford Health Insurance Plan116 participants · 2No schedules
    View filing →
  4. 2023
    Heller Ford Life Insurance Plan140 participants · 2No schedules
    View filing →
  5. 2023
    Heller Ford Vision Insurance Plan104 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Heller Ford Sales, Inc. report on Form 5500?
Heller Ford Sales, Inc. (EIN 37-1015200) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Heller Ford Sales, Inc.?
The Employer Identification Number (EIN) reported for Heller Ford Sales, Inc. is 37-1015200.
What is the latest Form 5500 filing year for Heller Ford Sales, Inc.?
The latest loaded Form 5500 filing year for Heller Ford Sales, Inc. is 2023.

Related Form 5500 pages