2023 Form 5500 filing — Hero Home Services 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 20241014111209NAL0013185091001) for Hero Home Services 401(K) Plan, reported by Hero Home Services, Inc. under EIN 27-2428808 and plan number 001. It reports 207 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)$4.5MReported net assets$4,477,690

Participants207

Provider compensation$33.1K2 Schedule C row(s)$33,127

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014111209NAL0013185091001
Plan sponsor: Hero Home Services, Inc.
EIN: 27-2428808
Plan number: 001
Location: Bloomington, MN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$4.5M total assets

Net assets$4.5MLiabilities$0

Money in vs. money out

Total income / additions$2M

Total expenses$755.1K

Benefits paid / distributions$722.1K

Contributions

Employer$460.6K

Participant$794.2K

Full reported line items

Total assets (EOY): $4,477,690
Total liabilities (EOY): $0
Net assets (EOY): $4,477,690
Employer contributions: $460,602
Participant contributions: $794,185
Total income / additions: $2,016,991
Benefits paid: $722,051
Administrative expenses: $33,086
Total expenses: $755,137
Net increase / (decrease): $1,261,854

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$33.1K
CONTRACT ADMINISTRATOR · Direct $33.1K · Indirect $0
2
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014111209NAL0013185091001 cover?: It is the 2023 Form 5500 filing for Hero Home Services 401(K) Plan, reported by Hero Home Services, Inc. (EIN 27-2428808).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).