Heartland Equity Partners 401(K) Plan — Form 5500 plan (Cass Screw Machine Products, 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, Heartland Equity Partners 401(K) Plan is a benefit plan reported by Cass Screw Machine Products, LLC under EIN 47-5006172 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $17,495,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cass Screw Machine Products, LLC
- EIN
- 47-5006172
- Plan number
- 001
- Plan type
- 3
- Location
- Brooklyn Center, MN
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $17,495,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20241010183138NAL0010340579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,495,562
- Total liabilities (EOY)
- $5,110
- Net assets (EOY)
- $17,490,452
- Net assets (BOY)
- $14,342,750
Income & contributions
- Employer contributions
- $562,375
- Participant contributions
- $1,072,164
- Total contributions
- $2,096,726
- Total income / additions
- $4,889,062
Expenses & distributions
- Benefits paid
- $1,657,841
- Administrative expenses
- $83,519
- Total expenses
- $1,741,360
- Net increase / (decrease)
- $3,147,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwps | NONE | $32,770 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $30,726 | not reported in the loaded dataset | 2023 |
| Smith Schafer And Associates | NONE | $12,950 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $7,073 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cass Screw Machine Products, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Brooklyn Center, MN
- Nwps — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Smith Schafer And Associates — Schedule C compensation
- Matrix Trust Company — Schedule C compensation