2023 Form 5500 filing — Heinen Brothers Agra Service 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 20240903130028NAL0018952513001) for Heinen Brothers Agra Service 401(K) Plan, reported by Heinen Brothers Agra Service, Inc. under EIN 20-0911229 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903130028NAL0018952513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heinen Brothers Agra Service, Inc.
- EIN
- 20-0911229
- Plan number
- 001
- Location
- Seneca, KS
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,322,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,322,466
- Employer contributions
- $213,291
- Participant contributions
- $440,591
- Total income / additions
- $1,039,258
- Benefits paid
- $150,614
- Administrative expenses
- $18,734
- Total expenses
- $169,348
- Net increase / (decrease)
- $869,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creativeone Wealth, LLC | SERVICE PROVIDER | $0 | $22,592 |
| Voya Retirment Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |