2023 Form 5500 filing — Heritage Petroleum, 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 20241010114727NAL0020016129001) for Heritage Petroleum, LLC 401(K) Plan, reported by Heritage Petroleum, LLC under EIN 35-2152995 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114727NAL0020016129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Petroleum, LLC
- EIN
- 35-2152995
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,086,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,086,586
- Employer contributions
- $450,780
- Participant contributions
- $786,719
- Total income / additions
- $2,460,342
- Benefits paid
- $1,067,336
- Administrative expenses
- $58,728
- Total expenses
- $1,126,064
- Net increase / (decrease)
- $1,334,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Old National Wealth Mgmt | NONE | $20,000 | not reported in the loaded dataset |
| Harding, Shymanski And Company Psc | NONE | $19,375 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $19,353 | $0 |