2023 Form 5500 filing — 3 Hearts 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 20241014101456NAL0014753859001) for 3 Hearts LLC 401(K) Plan, reported by 3 Hearts LLC under EIN 47-3665958 and plan number 001. It reports 146 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)$278KReported net assets$278,046
Participants146
Provider compensation$4.4K3 Schedule C row(s)$4,448
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014101456NAL0014753859001
- Plan sponsor
- 3 Hearts LLC
- EIN
- 47-3665958
- Plan number
- 001
- Location
- Spartanburg, SC
- 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)$278K total assets
Net assets$278KLiabilities$0
Full reported line items
- Total assets (EOY)
- $278,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $278,046
- Employer contributions
- $14,279
- Participant contributions
- $48,974
- Total income / additions
- $86,784
- Benefits paid
- $14,538
- Administrative expenses
- $4,447
- Total expenses
- $18,985
- Net increase / (decrease)
- $67,799
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp. | BUNDLED RECORDKEEPER | $4,305 | $0 |
| Stadion Money Management, LLC | MANAGED ACCOUNT PROVIDER | $100 | not reported in the loaded dataset |
| Mesirow Financial Invest. Mgmt, Inc | 3(21) FIDUCIARY | $43 | not reported in the loaded dataset |