2023 Form 5500 filing — Heritage Restoration LLC. 401(K)Profit Sharing 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 20240801093627NAL0022777905001) for Heritage Restoration LLC. 401(K)Profit Sharing Plan, reported by Heritage Restoration LLC under EIN 04-2894657 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240801093627NAL0022777905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Restoration LLC
- EIN
- 04-2894657
- Plan number
- 001
- Location
- Rockland, MA
- Participants
- 15
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,756,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,756,040
- Employer contributions
- $218,185
- Participant contributions
- $62,161
- Total income / additions
- $707,862
- Benefits paid
- $43,713
- Administrative expenses
- $50
- Total expenses
- $43,763
- Net increase / (decrease)
- $664,099
- Schedule source
- Schedule I