2023 Form 5500 filing — Jacob Heglund Realty 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 20240924133009NAL0007472451002) for Jacob Heglund Realty LLC 401(K) Plan, reported by Jacob Heglund Realty LLC under EIN 27-4080218 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240924133009NAL0007472451002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jacob Heglund Realty LLC
- EIN
- 27-4080218
- Plan number
- 001
- Location
- Ada, MI
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $453,886
- Net assets (EOY)
- $453,886
- Employer contributions
- $48,109
- Participant contributions
- $22,500
- Total income / additions
- $119,953
- Net increase / (decrease)
- $119,953
- Schedule source
- Schedule I