Plan5500

Heritage Millworks 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, Heritage Millworks LLC (EIN 46-4340824) is a plan sponsor located in Clay City, KY 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
46-4340824
Location
Clay City, KY
Loaded plans
2
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 Heritage Millworks LLC

  • 2 loaded plans hold $181.1K in reported assets.
  • The largest, Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 313 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$181.1KSummed across loaded plans$181,113
Total reported assets$181.1K$181,113
Total reported participants313
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$181.1K total assets
Net assets$181.1KLiabilities$0
Contributions & income
Employer contributions$79K
Participant contributions$99.8K
Total income / additions$184.6K
Expenses & distributions
Benefits paid / distributions$1.9K
Total expenses$3.5K
Net increase / (decrease)$181.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust
Participants per plan157Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust$181.1K
    Plan #002 · 144 participants · 2023
  2. 2
    Heritage Millworks Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 169 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 Heritage Millworks LLC. Open one for its full reported snapshot.

  1. 2023
    Heritage Millworks Employee Benefit Plan169 participants · 2No schedules
    View filing →
  2. 2023
    Heritage Millworks LLC 401(K) Profit Sharing Plan & Trust144 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Heritage Millworks LLC report on Form 5500?
Heritage Millworks LLC (EIN 46-4340824) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Heritage Millworks LLC?
The Employer Identification Number (EIN) reported for Heritage Millworks LLC is 46-4340824.
What is the latest Form 5500 filing year for Heritage Millworks LLC?
The latest loaded Form 5500 filing year for Heritage Millworks LLC is 2023.

Related Form 5500 pages