2023 Form 5500 filing — Heartland Food Products Group 401(K) Plan

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 20240731090305NAL0036156752001) for Heartland Food Products Group 401(K) Plan, reported by Tc Heartland, LLC under EIN 20-1938376 and plan number 001. It reports 939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.3MReported net assets$23,252,305
Participants939
Provider compensation$66K3 Schedule C row(s)$66,050
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731090305NAL0036156752001
Plan sponsor
Tc Heartland, LLC
EIN
20-1938376
Plan number
001
Location
Carmel, IN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$23.3M total assets
Net assets$23.3MLiabilities$0
Money in vs. money out
Total income / additions$8.2M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$1.4M
Participant$3.2M
Full reported line items
Total assets (EOY)
$23,252,305
Total liabilities (EOY)
$0
Net assets (EOY)
$23,252,305
Employer contributions
$1,353,506
Participant contributions
$3,219,699
Total income / additions
$8,178,662
Benefits paid
$1,778,577
Administrative expenses
$27,545
Total expenses
$1,806,122
Net increase / (decrease)
$6,372,540
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $38.5K
  2. 2
    RECORDKEEPER · Direct $17.1K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $10.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731090305NAL0036156752001 cover?
It is the 2023 Form 5500 filing for Heartland Food Products Group 401(K) Plan, reported by Tc Heartland, LLC (EIN 20-1938376).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages