Heapy Engineering, Inc. Savings Plan — Form 5500 plan (Heapy Engineering)

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, Heapy Engineering, Inc. Savings Plan is a benefit plan reported by Heapy Engineering under EIN 31-1743951 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $34,809,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heapy Engineering
EIN
31-1743951
Plan number
001
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
264
End-of-year plan assets
$34,809,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20241011133939NAL0021958689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,809,670
Total liabilities (EOY)
$0
Net assets (EOY)
$34,809,670
Net assets (BOY)
$27,466,916

Income & contributions

Employer contributions
$819,516
Participant contributions
$1,922,324
Total contributions
$3,598,287
Total income / additions
$9,193,525

Expenses & distributions

Benefits paid
$1,693,574
Administrative expenses
$157,197
Total expenses
$1,850,771
Net increase / (decrease)
$7,342,754

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart AdvisorsINVESTMENT ADVISORY$53,569not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$44,145$02023
Creative Retirement Systems, Inc.TPA$4,913$8912023

Related Form 5500 pages