Heritage Products Inc. Retirement Savings Plan — Form 5500 plan (Heritage Products 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, Heritage Products Inc. Retirement Savings Plan is a benefit plan reported by Heritage Products Inc. under EIN 36-3603927 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $7,425,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Products Inc.
- EIN
- 36-3603927
- Plan number
- 001
- Plan type
- 2
- Location
- Crawfordsville, IN
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $7,425,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20250728091123NAL0000649523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,425,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,425,193
- Net assets (BOY)
- $6,869,176
Income & contributions
- Employer contributions
- $100,721
- Participant contributions
- $224,730
- Total contributions
- $325,451
- Total income / additions
- $1,259,921
Expenses & distributions
- Benefits paid
- $683,449
- Administrative expenses
- $20,455
- Total expenses
- $703,904
- Net increase / (decrease)
- $556,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,487 | $28,800 | 2023 |
| Usi Advisors | NONE | $18,540 | not reported in the loaded dataset | 2023 |