Heartland Produce Co. 401(K) Plan — Form 5500 plan (Heartland Produce Co.)
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, Heartland Produce Co. 401(K) Plan is a benefit plan reported by Heartland Produce Co. under EIN 36-3629093 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $10,784,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Produce Co.
- EIN
- 36-3629093
- Plan number
- 001
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $10,784,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241008105122NAL0009565635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,784,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,784,801
- Net assets (BOY)
- $8,806,303
Income & contributions
- Employer contributions
- $229,802
- Participant contributions
- $548,619
- Total contributions
- $778,421
- Total income / additions
- $2,225,888
Expenses & distributions
- Benefits paid
- $237,084
- Administrative expenses
- $10,306
- Total expenses
- $247,390
- Net increase / (decrease)
- $1,978,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISORY | $4,138 | $1,612 | 2023 |
| The Retirement Advantage | OTHER SERVICES | $0 | $4,758 | 2023 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISOR | $4,138 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Produce Co.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kenosha, WI
- Morningstar Investment Management — Schedule C compensation
- The Retirement Advantage — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation