Heritage Petroleum, LLC 401(K) Plan — Form 5500 plan (Heritage Petroleum, 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 Petroleum, LLC 401(K) Plan is a benefit plan reported by Heritage Petroleum, LLC under EIN 35-2152995 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $8,086,586 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.1MPlan net assets, end of year$8,086,586
Participants229Covered participants reported
Assets / participant$35.3KComputed: assets ÷ participants$35,313 (computed)
Provider compensation$58.7K3 Schedule C provider row(s)$58,728
- Plan sponsor
- Heritage Petroleum, LLC
- EIN
- 35-2152995
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241010114727NAL0020016129001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,086,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,086,586
- Net assets (BOY)
- $6,752,308
Income & contributions
- Employer contributions
- $450,780
- Participant contributions
- $786,719
- Total contributions
- $1,254,034
- Total income / additions
- $2,460,342
Expenses & distributions
- Benefits paid
- $1,067,336
- Administrative expenses
- $58,728
- Total expenses
- $1,126,064
- Net increase / (decrease)
- $1,334,278
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old National Wealth Mgmt | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Harding, Shymanski And Company Psc | NONE | $19,375 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $19,353 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heritage Petroleum, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Old National Wealth Mgmt — Schedule C compensation
- Harding, Shymanski And Company Psc — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation