Heartland Family Service Retirement Plan — Form 5500 plan (Heartland Family Service)
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 Family Service Retirement Plan is a benefit plan reported by Heartland Family Service under EIN 47-0390618 and plan number 003. The latest loaded filing year is 2023. The filing reports 555 participants and $11,108,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Family Service
- EIN
- 47-0390618
- Plan number
- 003
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 555
- End-of-year plan assets
- $11,108,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 555 | H, C | 20241013154906NAL0024892449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,108,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,108,926
- Net assets (BOY)
- $9,343,910
Income & contributions
- Employer contributions
- $602,798
- Participant contributions
- $662,510
- Total contributions
- $1,300,215
- Total income / additions
- $2,959,466
Expenses & distributions
- Benefits paid
- $1,181,025
- Administrative expenses
- $13,425
- Total expenses
- $1,194,450
- Net increase / (decrease)
- $1,765,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frankel, LLC | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| United Of Omaha | INVESTMENT COMPANY | $6,425 | $0 | 2023 |