2023 Form 5500 filing — Heritage Park Of Katy Employee Benefit Plan Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617104505NAL0000968995001) for Heritage Park Of Katy Employee Benefit Plan Trust, reported by Heritage Park Of Katy ,LLC under EIN 26-2198303 and plan number 505. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$649Reported net assets
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240617104505NAL0000968995001
Plan sponsor
Heritage Park Of Katy ,LLC
EIN
26-2198303
Plan number
505
Location
Katy, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$55.3K
Total expenses$55.2K
Benefits paid / distributions$30.3K
Contributions
Employer$55.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$649
Net assets (EOY)
-$649
Employer contributions
$55,313
Total income / additions
$55,313
Benefits paid
$30,290
Administrative expenses
$24,913
Total expenses
$55,203
Net increase / (decrease)
$110

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617104505NAL0000968995001 cover?
It is the 2023 Form 5500 filing for Heritage Park Of Katy Employee Benefit Plan Trust, reported by Heritage Park Of Katy ,LLC (EIN 26-2198303).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages