Heritage Broadcasting Company Of Michigan 401(K) Profit Sharing Plan — Form 5500 plan (Heritage Broadcasting Company Of Michigan)
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 Broadcasting Company Of Michigan 401(K) Profit Sharing Plan is a benefit plan reported by Heritage Broadcasting Company Of Michigan under EIN 38-2706835 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $6,362,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Broadcasting Company Of Michigan
- EIN
- 38-2706835
- Plan number
- 001
- Plan type
- 2
- Location
- Cadillac, MI
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $6,362,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241004081203NAL0011920001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,362,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,362,493
- Net assets (BOY)
- $5,386,736
Income & contributions
- Employer contributions
- $175,826
- Participant contributions
- $494,474
- Total contributions
- $862,672
- Total income / additions
- $1,758,809
Expenses & distributions
- Benefits paid
- $734,667
- Administrative expenses
- $48,385
- Total expenses
- $783,052
- Net increase / (decrease)
- $975,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Investment Company LLC | INVESTMENT ADVISOR | $18,190 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | RECORDKEEPER/INVEST MGMT | $16,121 | $0 | 2023 |
| Rehmann Financial Group | RECORDKEEPER CONTRACT AD | $13,295 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions LLC | OTHER | $779 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heritage Broadcasting Company Of Michigan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Cadillac, MI
- Ameritas Investment Company LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Rehmann Financial Group — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation