Family Heating Co Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Family Heating Company 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, Family Heating Co Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Family Heating Company Inc under EIN 38-1952447 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $7,626,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Heating Company Inc
- EIN
- 38-1952447
- Plan number
- 001
- Plan type
- 2
- Location
- Garden City, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H | 20241008133952NAL0009740563001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,626,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,626,290
- Net assets (BOY)
- $6,307,726
Income & contributions
- Employer contributions
- $101,199
- Participant contributions
- $299,793
- Total contributions
- $400,992
- Total income / additions
- $2,160,113
Expenses & distributions
- Benefits paid
- $813,276
- Administrative expenses
- $28,273
- Total expenses
- $841,549
- Net increase / (decrease)
- $1,318,564
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.