2023 Form 5500 filing — Heifer International 403(B) 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 20241007163210NAL0009053331001) for Heifer International 403(B) Plan, reported by Heifer Project International under EIN 35-1019477 and plan number 004. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007163210NAL0009053331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heifer Project International
- EIN
- 35-1019477
- Plan number
- 004
- Location
- Little Rock, AR
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,299,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,299,637
- Employer contributions
- $1,597,570
- Participant contributions
- $2,070,843
- Total income / additions
- $10,669,685
- Benefits paid
- $2,981,776
- Administrative expenses
- $151,334
- Total expenses
- $3,133,110
- Net increase / (decrease)
- $7,536,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $84,849 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $66,485 | not reported in the loaded dataset |