Warm Hearth, Inc. 401(K) Plan — Form 5500 plan (Warm Hearth, 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, Warm Hearth, Inc. 401(K) Plan is a benefit plan reported by Warm Hearth, Inc. under EIN 23-7378013 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $3,878,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warm Hearth, Inc.
- EIN
- 23-7378013
- Plan number
- 001
- Plan type
- 2
- Location
- Blacksburg, VA
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $3,878,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20250218141711NAL0003256017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,878,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,878,796
- Net assets (BOY)
- $4,105,565
Income & contributions
- Employer contributions
- $126,575
- Participant contributions
- $284,771
- Total contributions
- $464,798
- Total income / additions
- $954,008
Expenses & distributions
- Benefits paid
- $1,163,339
- Administrative expenses
- $17,438
- Total expenses
- $1,180,777
- Net increase / (decrease)
- -$226,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $12,355 | $0 | 2023 |
| Edward D. Jones | INVESTMENT ADVISOR | $1,410 | not reported in the loaded dataset | 2023 |
| Retirement Planners & Administrator | TPA | $1,300 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPING | $287 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc(Usa) | INVESTMENT ADVISOR | $141 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warm Hearth, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Blacksburg, VA
- Lincoln National Corporation — Schedule C compensation
- Edward D. Jones — Schedule C compensation
- Retirement Planners & Administrator — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc(Usa) — Schedule C compensation