Heritage Builders Of Waterbury, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Heritage Builders Of Waterbury, 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, Heritage Builders Of Waterbury, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Heritage Builders Of Waterbury, LLC under EIN 22-3541685 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,498,790 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Builders Of Waterbury, LLC
- EIN
- 22-3541685
- Plan number
- 001
- Plan type
- 2
- Location
- Middlebury, CT
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,498,790
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241010135232NAL0010057923001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,498,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,498,790
- Net assets (BOY)
- $1,366,583
Income & contributions
- Employer contributions
- $17,624
- Participant contributions
- $30,000
- Total income / additions
- $178,344
Expenses & distributions
- Benefits paid
- $46,137
- Administrative expenses
- $0
- Total expenses
- $46,137
- Net increase / (decrease)
- $132,207
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.