2023 Form 5500 filing — Heritage Tractor 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 20241012071155NAL0046325986001) for Heritage Tractor 401(K) Plan, reported by Heritage Tractor, Inc. under EIN 48-1194280 and plan number 001. It reports 637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012071155NAL0046325986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Tractor, Inc.
- EIN
- 48-1194280
- Plan number
- 001
- Location
- Baldwin City, KS
- Participants
- 637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,252,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,252,666
- Employer contributions
- $880,729
- Participant contributions
- $2,276,890
- Total income / additions
- $6,808,251
- Benefits paid
- $1,656,906
- Administrative expenses
- $104,732
- Total expenses
- $1,761,638
- Net increase / (decrease)
- $5,046,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner, LLC | INVESTMENT ADVISOR | $41,124 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $38,897 | not reported in the loaded dataset |
| Erisa Services Midwest LLC | CONTRACT ADMIN | $27,991 | not reported in the loaded dataset |
| Erisa Services Of Alabama | CONTRACT ADMIN | $4,275 | not reported in the loaded dataset |