Plan5500

Heartland 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, Heartland LLC (EIN 81-1798176) is a plan sponsor located in Kansas City, MO 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
81-1798176
Location
Kansas City, MO
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.9MSummed across loaded plans$39,886,132
Total reported assets$39.9M$39,886,132
Total reported participants4.9K4,883
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.9M total assets
Net assets$39.9MLiabilities$0
Contributions & income
Employer contributions$2.4M
Participant contributions$4.1M
Total income / additions$14.8M
Expenses & distributions
Benefits paid / distributions$4.9M
Total expenses$5.2M
Net increase / (decrease)$9.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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%Heartland, LLC 401(K) Plan
Participants per plan2,442Average 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
    Heartland, LLC 401(K) Plan$39.9M
    Plan #001 · 3,978 participants · 2023
  2. 2
    Heartland LLC Wrap Plannot reported in the loaded dataset
    Plan #505 · 905 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heartland LLC
YearPlanParticipantsSchedulesFiling
2023Heartland LLC Wrap Plan905C20240729090535NAL0029523776001
2023Heartland, LLC 401(K) Plan3,978H, C20250227163343NAL0002384417001

Related Form 5500 pages