Plan5500

Heart + Paw Intermediate 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, Heart + Paw Intermediate Holdings, LLC (EIN 83-0931227) is a plan sponsor located in Berwyn, PA 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
83-0931227
Location
Berwyn, PA
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 Heart + Paw Intermediate Holdings, LLC

  • 2 loaded plans hold $6M in reported assets.
  • The largest, Heart + Paw 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 800 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6MSummed across loaded plans$5,983,289
Total reported assets$6M$5,983,289
Total reported participants800
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities—
Contributions & income
Employer contributions$715.9K
Participant contributions$1.3M
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$648.3K
Total expenses$692.1K
Net increase / (decrease)$2.5M

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%Heart + Paw 401(K) Plan
Participants per plan400Average 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
    Heart + Paw 401(K) Plan$6M
    Plan #001 · 449 participants · 2023
  2. 2
    Heart + Paw Intermediate Holdings, LLC Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 351 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 Heart + Paw Intermediate Holdings, LLC. Open one for its full reported snapshot.

  1. 2023
    Heart + Paw Intermediate Holdings, LLC Employee Benefit Plan351 participants · 2No schedules
    View filing →
  2. 2023
    Heart + Paw 401(K) Plan449 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Heart + Paw Intermediate Holdings, LLC report on Form 5500?
Heart + Paw Intermediate Holdings, LLC (EIN 83-0931227) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Heart + Paw Intermediate Holdings, LLC?
The Employer Identification Number (EIN) reported for Heart + Paw Intermediate Holdings, LLC is 83-0931227.
What is the latest Form 5500 filing year for Heart + Paw Intermediate Holdings, LLC?
The latest loaded Form 5500 filing year for Heart + Paw Intermediate Holdings, LLC is 2023.

Related Form 5500 pages