2023 Form 5500 filing — Heat Trace Products LLC Cash Balance 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 20241014132539NAL0027385041001) for Heat Trace Products LLC Cash Balance Plan, reported by Heat Trace Products LLC under EIN 20-1624779 and plan number 002. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014132539NAL0027385041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heat Trace Products LLC
- EIN
- 20-1624779
- Plan number
- 002
- Location
- Leominster, MA
- Participants
- 20
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $602,986
- Net assets (EOY)
- $602,986
- Total income / additions
- $91,447
- Benefits paid
- $901,108
- Administrative expenses
- $7,676
- Total expenses
- $908,784
- Net increase / (decrease)
- -$817,337
- Schedule source
- Schedule I