2023 Form 5500 filing — Havenpark 401(K) 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 20241015134709NAL0049696544001) for Havenpark 401(K) Retirement Plan, reported by Heartland Communities, LLC under EIN 81-3245597 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134709NAL0049696544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Communities, LLC
- EIN
- 81-3245597
- Plan number
- 001
- Location
- Orem, UT
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,602,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,602,673
- Employer contributions
- $668,845
- Participant contributions
- $803,321
- Total income / additions
- $2,399,516
- Benefits paid
- $279,975
- Administrative expenses
- $25,440
- Total expenses
- $305,415
- Net increase / (decrease)
- $2,094,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,592 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $8,149 | not reported in the loaded dataset |
| Wc Administrators, LLC | THIRD PARTY ADMINISTATOR | $6,169 | not reported in the loaded dataset |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $1,847 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $1,746 | not reported in the loaded dataset |