Heritage Homes Of Nebraska, Inc. Profit Sharing Plan — Form 5500 plan (Heritage Homes Of Nebraska)

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 Homes Of Nebraska, Inc. Profit Sharing Plan is a benefit plan reported by Heritage Homes Of Nebraska under EIN 47-0597251 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $8,421,610 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Homes Of Nebraska
EIN
47-0597251
Plan number
001
Plan type
2
Location
Wayne, NE
Latest filing year
2023
Participants
176
End-of-year plan assets
$8,421,610

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20240618162659NAL0006610514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,421,610
Total liabilities (EOY)
$0
Net assets (EOY)
$8,421,610
Net assets (BOY)
$6,912,446

Income & contributions

Employer contributions
$52,590
Participant contributions
$376,956
Total contributions
$429,546
Total income / additions
$1,699,103

Expenses & distributions

Benefits paid
$141,551
Administrative expenses
$48,388
Total expenses
$189,939
Net increase / (decrease)
$1,509,164

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.N/A$29,313not reported in the loaded dataset2023
Tpp Retirement Plan SpecialistsN/A$16,792not reported in the loaded dataset2023

Related Form 5500 pages