Heartland Technology Group Savings And Retirement Plan — Form 5500 plan (Heartland Technology Group, 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, Heartland Technology Group Savings And Retirement Plan is a benefit plan reported by Heartland Technology Group, Inc. under EIN 39-1659152 and plan number 001. The latest loaded filing year is 2023. The filing reports 497 participants and $30,634,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Technology Group, Inc.
- EIN
- 39-1659152
- Plan number
- 001
- Plan type
- 2
- Location
- Little Chute, WI
- Latest filing year
- 2023
- Participants
- 497
- End-of-year plan assets
- $30,634,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 497 | H, C | 20241015154934NAL0015006899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,634,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,634,867
- Net assets (BOY)
- $30,138,512
Income & contributions
- Employer contributions
- $90,303
- Participant contributions
- $282,583
- Total contributions
- $456,418
- Total income / additions
- $3,602,517
Expenses & distributions
- Benefits paid
- $3,106,162
- Administrative expenses
- $0
- Total expenses
- $3,106,162
- Net increase / (decrease)
- $496,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Triad Advisors, Inc. | BROKER | $0 | $35,337 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $4,020 | $0 | 2023 |
| Ppg Retirement Plan Services | RECORDKEEPER | $1,540 | $1,347 | 2023 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY-PLAN | $1,522 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Technology Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Little Chute, WI
- Triad Advisors, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Ppg Retirement Plan Services — Schedule C compensation
- Mesirow Financial, Inc — Schedule C compensation