2023 Form 5500 filing — Heartland Technology Group Savings And 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 20241015154934NAL0015006899001) for Heartland Technology Group Savings And Retirement Plan, reported by Heartland Technology Group, Inc. under EIN 39-1659152 and plan number 001. It reports 497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154934NAL0015006899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Technology Group, Inc.
- EIN
- 39-1659152
- Plan number
- 001
- Location
- Little Chute, WI
- Participants
- 497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,634,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,634,867
- Employer contributions
- $90,303
- Participant contributions
- $282,583
- Total income / additions
- $3,602,517
- Benefits paid
- $3,106,162
- Administrative expenses
- $0
- Total expenses
- $3,106,162
- Net increase / (decrease)
- $496,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Advisors, Inc. | BROKER | $0 | $35,337 |
| Transamerica Retirement Solutions | RECORDKEEPER | $4,020 | $0 |
| Ppg Retirement Plan Services | RECORDKEEPER | $1,540 | $1,347 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY-PLAN | $1,522 | not reported in the loaded dataset |