2023 Form 5500 filing — Heart + Paw 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 20241015170805NAL0029208273001) for Heart + Paw 401(K) Plan, reported by Heart + Paw, LLC under EIN 83-0931227 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$5,983,289
Participants449
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015170805NAL0029208273001
Plan sponsor
Heart + Paw, LLC
EIN
83-0931227
Plan number
001
Location
Berwyn, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$6M total assets
Net assets$6MLiabilities
Money in vs. money out
Total income / additions$3.2M
Total expenses$692.1K
Benefits paid / distributions$648.3K
Contributions
Employer$715.9K
Participant$1.3M
Full reported line items
Total assets (EOY)
$5,983,289
Net assets (EOY)
$5,983,289
Employer contributions
$715,881
Participant contributions
$1,296,569
Total income / additions
$3,185,315
Benefits paid
$648,326
Administrative expenses
$41,616
Total expenses
$692,150
Net increase / (decrease)
$2,493,165

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015170805NAL0029208273001 cover?
It is the 2023 Form 5500 filing for Heart + Paw 401(K) Plan, reported by Heart + Paw, LLC (EIN 83-0931227).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages