Heorot Power Holdings 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, Heorot Power Holdings LLC (EIN 64-0958567) is a plan sponsor located in Lafayette, CO 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
64-0958567
Location
Lafayette, CO
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,027,244
Total reported liabilities (EOY)
$45,316
Total reported net assets (EOY)
$15,981,928

Contributions & income

Employer contributions
$407,638
Participant contributions
$693,904
Total income / additions
$3,682,421

Expenses & distributions

Benefits paid / distributions
$3,067,200
Total expenses
$3,081,037
Net increase / (decrease)
$601,384

Coverage

Total reported participants
155
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Heorot Power Holdings LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Heorot Power 401(K) Plan001155$16,027,2442023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heorot Power Holdings LLC
YearPlanParticipantsSchedulesFiling
2023Heorot Power 401(K) Plan155H, C20241015213851NAL0015438083001

Related Form 5500 pages