Heinen Brothers Agra Service 401(K) Plan — Form 5500 plan (Heinen Brothers Agra Service, Inc.)

Plain-English plan 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, Heinen Brothers Agra Service 401(K) Plan is a benefit plan reported by Heinen Brothers Agra Service, Inc. under EIN 20-0911229 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $2,322,466 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heinen Brothers Agra Service, Inc.
EIN
20-0911229
Plan number
001
Plan type
2
Location
Seneca, KS
Latest filing year
2023
Participants
137
End-of-year plan assets
$2,322,466

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20240903130028NAL0018952513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,322,466
Total liabilities (EOY)
$0
Net assets (EOY)
$2,322,466
Net assets (BOY)
$1,452,556

Income & contributions

Employer contributions
$213,291
Participant contributions
$440,591
Total contributions
$715,894
Total income / additions
$1,039,258

Expenses & distributions

Benefits paid
$150,614
Administrative expenses
$18,734
Total expenses
$169,348
Net increase / (decrease)
$869,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creativeone Wealth, LLCSERVICE PROVIDER$0$22,5922023
Voya Retirment Insurance & AnnuitySERVICE PROVIDER$0$02023

Related Form 5500 pages