2023 Form 5500 filing — Heidelberg 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 20241010124300NAL0020984177001) for Heidelberg Retirement Savings Plan, reported by Heidelberg Americas, Inc. under EIN 59-2272302 and plan number 015. It reports 716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124300NAL0020984177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heidelberg Americas, Inc.
- EIN
- 59-2272302
- Plan number
- 015
- Location
- Kennesaw, GA
- Participants
- 716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,167,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $215,167,454
- Employer contributions
- $1,489,787
- Participant contributions
- $5,486,330
- Total income / additions
- $41,410,544
- Benefits paid
- $18,681,395
- Administrative expenses
- $147,305
- Total expenses
- $18,832,528
- Net increase / (decrease)
- $22,578,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $73,534 | $0 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $72,663 | not reported in the loaded dataset |
| Charles Schwab | PARTICIPANT BROKERAGE | $808 | $0 |
| Qdro Consultants Co LLC | CONSULTING | $300 | not reported in the loaded dataset |