Heartland Fabrication, LLC 401(K) Plan — Form 5500 plan (Heartland Fabrication, LLC)
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, Heartland Fabrication, LLC 401(K) Plan is a benefit plan reported by Heartland Fabrication, LLC under EIN 20-3489593 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $4,738,083 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.7MPlan net assets, end of year$4,738,083
Participants300Covered participants reported
Assets / participant$15.8KComputed: assets ÷ participants$15,794 (computed)
Provider compensation$49.6K4 Schedule C provider row(s)$49,565
- Plan sponsor
- Heartland Fabrication, LLC
- EIN
- 20-3489593
- Plan number
- 001
- Plan type
- 2
- Location
- Brownsville, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241015160306NAL0015034947001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $4,738,083
- Net assets (EOY)
- $4,738,083
- Net assets (BOY)
- $3,483,612
Income & contributions
- Employer contributions
- $302,667
- Participant contributions
- $602,302
- Total contributions
- $905,089
- Total income / additions
- $1,590,033
Expenses & distributions
- Benefits paid
- $289,933
- Administrative expenses
- $45,629
- Total expenses
- $335,562
- Net increase / (decrease)
- $1,254,471
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $19,692 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $16,967 | not reported in the loaded dataset | 2023 |
| Definiti LLC | CONTRACT AMDIN | $6,846 | $3,938 | 2023 |
| Empower Advisory Group | INVESTMENT MGM | $2,122 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Fabrication, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Brownsville, PA
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation