Heartland Realty Investors, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Heartland Realty Investors, 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 Realty Investors, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Heartland Realty Investors, Inc. under EIN 41-1308270 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $6,658,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Realty Investors, Inc.
- EIN
- 41-1308270
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $6,658,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20240925161739NAL0014630225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,658,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,658,296
- Net assets (BOY)
- $6,243,406
Income & contributions
- Employer contributions
- $187,112
- Participant contributions
- $403,923
- Total contributions
- $594,528
- Total income / additions
- $1,533,669
Expenses & distributions
- Benefits paid
- $1,048,414
- Administrative expenses
- $64,868
- Total expenses
- $1,118,779
- Net increase / (decrease)
- $414,890
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Christensen Group Financial | INVESTMENT ADVISOR | $25,343 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,310 | not reported in the loaded dataset | 2023 |
| Tax Sheltered Compensation | CONTRACT ADMIN | $10,514 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $6,365 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Realty Investors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Christensen Group Financial — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Tax Sheltered Compensation — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation