2023 Form 5500 filing — Heartland Fabrication, LLC 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 20241015160306NAL0015034947001) for Heartland Fabrication, LLC 401(K) Plan, reported by Heartland Fabrication, LLC under EIN 20-3489593 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.7MReported net assets$4,738,083
Participants300
Provider compensation$49.6K4 Schedule C row(s)$49,565
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015160306NAL0015034947001
- Plan sponsor
- Heartland Fabrication, LLC
- EIN
- 20-3489593
- Plan number
- 001
- Location
- Brownsville, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $4,738,083
- Net assets (EOY)
- $4,738,083
- Employer contributions
- $302,667
- Participant contributions
- $602,302
- Total income / additions
- $1,590,033
- Benefits paid
- $289,933
- Administrative expenses
- $45,629
- Total expenses
- $335,562
- Net increase / (decrease)
- $1,254,471
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $19,692 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $16,967 | not reported in the loaded dataset |
| Definiti LLC | CONTRACT AMDIN | $6,846 | $3,938 |
| Empower Advisory Group | INVESTMENT MGM | $2,122 | not reported in the loaded dataset |