2023 Form 5500 filing — Heartland Family Service Retirement 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 20241013154906NAL0024892449001) for Heartland Family Service Retirement Plan, reported by Heartland Family Service under EIN 47-0390618 and plan number 003. It reports 555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013154906NAL0024892449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Family Service
- EIN
- 47-0390618
- Plan number
- 003
- Location
- Omaha, NE
- Participants
- 555
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,108,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,108,926
- Employer contributions
- $602,798
- Participant contributions
- $662,510
- Total income / additions
- $2,959,466
- Benefits paid
- $1,181,025
- Administrative expenses
- $13,425
- Total expenses
- $1,194,450
- Net increase / (decrease)
- $1,765,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frankel, LLC | NONE | $7,000 | not reported in the loaded dataset |
| United Of Omaha | INVESTMENT COMPANY | $6,425 | $0 |