2023 Form 5500 filing — The Heartland Catfish/Tackett Farms 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 20241011153222NAL0044948450001) for The Heartland Catfish/Tackett Farms 401(K) Plan, reported by Heartland Catfish Company, Inc. under EIN 64-0784239 and plan number 001. It reports 512 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)$8MReported net assets$8,013,928
Participants512
Provider compensation$54.7K6 Schedule C row(s)$54,699
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011153222NAL0044948450001
- Plan sponsor
- Heartland Catfish Company, Inc.
- EIN
- 64-0784239
- Plan number
- 001
- Location
- Itta Bena, MS
- Received date
- not reported in the loaded dataset
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)$8M total assets
Net assets$8MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,013,928
- Net assets (EOY)
- $8,013,928
- Employer contributions
- $199,294
- Participant contributions
- $432,266
- Total income / additions
- $1,523,724
- Benefits paid
- $659,453
- Administrative expenses
- $750
- Total expenses
- $683,986
- Net increase / (decrease)
- $839,738
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T.E. Lott & Company, P.A. | CONTRACT ADMINISTRATOR | $15,296 | $6,764 |
| Taylor, Powell, Wilson & Hartford | AUDITOR | $14,000 | $0 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $13,286 | $0 |
| Stephens Group Asset Management | INVESTMENT ADVISOR | $5,222 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $131 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |