Jacob Heglund Realty LLC 401(K) Plan — Form 5500 plan (Jacob Heglund Realty 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, Jacob Heglund Realty LLC 401(K) Plan is a benefit plan reported by Jacob Heglund Realty LLC under EIN 27-4080218 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $453,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jacob Heglund Realty LLC
- EIN
- 27-4080218
- Plan number
- 001
- Plan type
- 2
- Location
- Ada, MI
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $453,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240924133009NAL0007472451002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $453,886
- Net assets (EOY)
- $453,886
- Net assets (BOY)
- $333,933
Income & contributions
- Employer contributions
- $48,109
- Participant contributions
- $22,500
- Total income / additions
- $119,953
Expenses & distributions
- Net increase / (decrease)
- $119,953
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.