Edwin L Heim Co 401(K) Profit Sharing And Employee Stock Ownership Plan — Form 5500 plan (Edwin L. Heim Company)
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, Edwin L Heim Co 401(K) Profit Sharing And Employee Stock Ownership Plan is a benefit plan reported by Edwin L. Heim Company under EIN 23-1265924 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $82,548,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edwin L. Heim Company
- EIN
- 23-1265924
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $82,548,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20250310142354NAL0008452835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,548,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,548,107
- Net assets (BOY)
- $72,973,996
Income & contributions
- Employer contributions
- $3,522,615
- Participant contributions
- $1,095,295
- Total contributions
- $4,739,969
- Total income / additions
- $14,872,597
Expenses & distributions
- Benefits paid
- $5,170,779
- Administrative expenses
- $127,707
- Total expenses
- $5,298,486
- Net increase / (decrease)
- $9,574,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Financial Advisors | NONE | $113,729 | $12,857 | 2023 |
| Capital Research And Company | NONE | $0 | $0 | 2023 |
| Harbor Capital Advisors Inc | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Pgim Investments LLC | NONE | $0 | $0 | 2023 |
| Principal Global Investors LLC | NONE | $0 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 | 2023 |
| Victory Capital Inc. | NONE | $0 | $0 | 2023 |
| Virtus Fund Advisors, LLC | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset , L.P. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edwin L. Heim Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Fulton Financial Advisors — Schedule C compensation
- Capital Research And Company — Schedule C compensation
- Harbor Capital Advisors Inc — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Pgim Investments LLC — Schedule C compensation
- Principal Global Investors LLC — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Victory Capital Inc. — Schedule C compensation
- Virtus Fund Advisors, LLC — Schedule C compensation
- Goldman Sachs Asset , L.P. — Schedule C compensation