3 Hearts LLC 401(K) Plan — Form 5500 plan (3 Hearts LLC)
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, 3 Hearts LLC 401(K) Plan is a benefit plan reported by 3 Hearts LLC under EIN 47-3665958 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $278,046 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$278KPlan net assets, end of year$278,046
Participants146Covered participants reported
Assets / participant$1.9KComputed: assets ÷ participants$1,904 (computed)
Provider compensation$4.4K3 Schedule C provider row(s)$4,448
- Plan sponsor
- 3 Hearts LLC
- EIN
- 47-3665958
- Plan number
- 001
- Plan type
- 2
- Location
- Spartanburg, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241014101456NAL0014753859001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$278K total assets
Net assets$278KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $278,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $278,046
- Net assets (BOY)
- $210,247
Income & contributions
- Employer contributions
- $14,279
- Participant contributions
- $48,974
- Total contributions
- $63,253
- Total income / additions
- $86,784
Expenses & distributions
- Benefits paid
- $14,538
- Administrative expenses
- $4,447
- Total expenses
- $18,985
- Net increase / (decrease)
- $67,799
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp. | BUNDLED RECORDKEEPER | $4,305 | $0 | 2023 |
| Stadion Money Management, LLC | MANAGED ACCOUNT PROVIDER | $100 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Invest. Mgmt, Inc | 3(21) FIDUCIARY | $43 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 3 Hearts LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Spartanburg, SC
- Ameritas Life Insurance Corp. — Schedule C compensation
- Stadion Money Management, LLC — Schedule C compensation
- Mesirow Financial Invest. Mgmt, Inc — Schedule C compensation