2023 Form 5500 filing — Heritage Hr LLC 401(K) Profit Sharing 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 20241015143010NAL0016628691001) for Heritage Hr LLC 401(K) Profit Sharing Plan, reported by Heritage Hr LLC under EIN 27-4058667 and plan number 001. It reports 964 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143010NAL0016628691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Hr LLC
- EIN
- 27-4058667
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 964
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,670,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,670,205
- Employer contributions
- $499,169
- Participant contributions
- $923,269
- Total income / additions
- $2,782,903
- Benefits paid
- $730,498
- Administrative expenses
- $70,014
- Total expenses
- $800,512
- Net increase / (decrease)
- $1,982,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $35,940 | $0 |
| Bam Advisor Services | ADVISOR | $30,516 | not reported in the loaded dataset |