2023 Form 5500 filing — Heartland Realty Investors, Inc. Profit Sharing Plan & Trust
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 20240925161739NAL0014630225001) for Heartland Realty Investors, Inc. Profit Sharing Plan & Trust, reported by Heartland Realty Investors, Inc. under EIN 41-1308270 and plan number 001. It reports 131 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)$6.7MReported net assets$6,658,296
Participants131
Provider compensation$63.5K4 Schedule C row(s)$63,532
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240925161739NAL0014630225001
- Plan sponsor
- Heartland Realty Investors, Inc.
- EIN
- 41-1308270
- Plan number
- 001
- Location
- Minneapolis, MN
- Received date
- not reported in the loaded dataset
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)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,658,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,658,296
- Employer contributions
- $187,112
- Participant contributions
- $403,923
- Total income / additions
- $1,533,669
- Benefits paid
- $1,048,414
- Administrative expenses
- $64,868
- Total expenses
- $1,118,779
- Net increase / (decrease)
- $414,890
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Christensen Group Financial | INVESTMENT ADVISOR | $25,343 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,310 | not reported in the loaded dataset |
| Tax Sheltered Compensation | CONTRACT ADMIN | $10,514 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $6,365 | not reported in the loaded dataset |