2023 Form 5500 filing — J.D. Heiskell Holdings, LLC 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 20240813083841NAL0010339953001) for J.D. Heiskell Holdings, LLC 401(K) Plan, reported by J.D. Heiskell Holdings, LLC under EIN 77-0543702 and plan number 001. It reports 1,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813083841NAL0010339953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.D. Heiskell Holdings, LLC
- EIN
- 77-0543702
- Plan number
- 001
- Location
- Tulare, CA
- Participants
- 1,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,715,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,715,107
- Employer contributions
- $2,012,008
- Participant contributions
- $4,094,953
- Total income / additions
- $14,705,399
- Benefits paid
- $8,288,566
- Administrative expenses
- $144,180
- Total expenses
- $8,432,746
- Net increase / (decrease)
- $6,272,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $114,266 | $0 |
| Newport Trust Company | TRUSTEE | $29,914 | $0 |