2023 Form 5500 filing — Heritage Thermal Services, Inc. Retirement 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 20241002120522NAL0016491282001) for Heritage Thermal Services, Inc. Retirement Savings Plan, reported by Heritage Thermal Services, Inc. under EIN 22-2341236 and plan number 003. It reports 221 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)$48.4MReported net assets$48,439,165

Participants221

Provider compensation$27.1K2 Schedule C row(s)$27,078

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002120522NAL0016491282001
Plan sponsor: Heritage Thermal Services, Inc.
EIN: 22-2341236
Plan number: 003
Location: East Liverpool, OH
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)$48.4M total assets

Net assets$48.4MLiabilities—

Money in vs. money out

Total income / additions$14.3M

Total expenses$5.2M

Benefits paid / distributions$5.2M

Contributions

Employer$1M

Participant$1.6M

Full reported line items

Total assets (EOY): $48,439,165
Net assets (EOY): $48,439,165
Employer contributions: $1,048,250
Participant contributions: $1,600,675
Total income / additions: $14,307,487
Benefits paid: $5,196,513
Administrative expenses: $22,637
Total expenses: $5,233,503
Net increase / (decrease): $9,073,984

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company$19.8K
RECORDKEEPER · Direct $19.8K · Indirect $0
2
Empower Advisory Group, LLC$7.3K
INVESTMENT MGMT · Direct $7.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002120522NAL0016491282001 cover?: It is the 2023 Form 5500 filing for Heritage Thermal Services, Inc. Retirement Savings Plan, reported by Heritage Thermal Services, Inc. (EIN 22-2341236).
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).