2023 Form 5500 filing — Heitech Services, Inc. 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 20241015095913NAL0028000529001) for Heitech Services, Inc. 401(K) Plan, reported by Heitech Services, Inc. under EIN 52-2197016 and plan number 001. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095913NAL0028000529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heitech Services, Inc.
- EIN
- 52-2197016
- Plan number
- 001
- Location
- Landover, MD
- Participants
- 399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,007,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,007,143
- Employer contributions
- $438,608
- Participant contributions
- $775,516
- Total income / additions
- $2,864,095
- Benefits paid
- $1,070,504
- Administrative expenses
- $67,609
- Total expenses
- $1,138,113
- Net increase / (decrease)
- $1,725,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,629 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $24,980 | $20 |
| Pbmares, Llp | OTHER SERVICES | $0 | $5,068 |