2023 Form 5500 filing — Heartland Home Services, Inc. 401(K) Profit Sharing Plan & Trust
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 20241117214832NAL0000796881001) for Heartland Home Services, Inc. 401(K) Profit Sharing Plan & Trust, reported by Heartland Home Services, Inc. under EIN 82-3319060 and plan number 002. It reports 1,439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241117214832NAL0000796881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heartland Home Services, Inc.
- EIN
- 82-3319060
- Plan number
- 002
- Location
- Grand Rapids, MI
- Participants
- 1,439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,620,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,620,253
- Employer contributions
- $2,695,809
- Participant contributions
- $5,000,735
- Total income / additions
- $12,181,453
- Benefits paid
- $3,843,122
- Administrative expenses
- $178,226
- Total expenses
- $4,045,404
- Net increase / (decrease)
- $8,136,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | ADVISOR | $75,062 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $67,203 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $16,235 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ADVISOR | $8,470 | not reported in the loaded dataset |