2023 Form 5500 filing — Heidenhain Corporation 401(K) Savings 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 20241001114952NAL0003232707001) for Heidenhain Corporation 401(K) Savings Plan, reported by Heidenhain Corporation under EIN 36-2584485 and plan number 002. It reports 295 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)$45.9MReported net assets$45,943,446
Participants295
Provider compensation$135.4K2 Schedule C row(s)$135,401
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001114952NAL0003232707001
Plan sponsor
Heidenhain Corporation
EIN
36-2584485
Plan number
002
Location
Schaumburg, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$45.9M total assets
Net assets$45.9MLiabilities$0
Money in vs. money out
Total income / additions$9.2M
Total expenses$5.1M
Benefits paid / distributions$5M
Contributions
Employer$843.7K
Participant$1.1M
Full reported line items
Total assets (EOY)
$45,943,446
Total liabilities (EOY)
$0
Net assets (EOY)
$45,943,446
Employer contributions
$843,698
Participant contributions
$1,145,880
Total income / additions
$9,208,008
Benefits paid
$4,985,551
Administrative expenses
$92,212
Total expenses
$5,077,763
Net increase / (decrease)
$4,130,245
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $92.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $43.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001114952NAL0003232707001 cover?
It is the 2023 Form 5500 filing for Heidenhain Corporation 401(K) Savings Plan, reported by Heidenhain Corporation (EIN 36-2584485).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages