2023 Form 5500 filing — Heartland America 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 20250409115504NAL0010867587001) for Heartland America 401(K) Plan, reported by Hla Usa LLC Dba Heartland America under EIN 85-1958381 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409115504NAL0010867587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hla Usa LLC Dba Heartland America
- EIN
- 85-1958381
- Plan number
- 001
- Location
- Chaska, MN
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,922,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,922,731
- Employer contributions
- $64,005
- Participant contributions
- $314,995
- Total income / additions
- $1,101,642
- Benefits paid
- $490,567
- Administrative expenses
- $38,085
- Total expenses
- $532,877
- Net increase / (decrease)
- $568,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,244 | $0 |
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $3,841 | not reported in the loaded dataset |