Heitech Services, Inc. 401(K) Plan — Form 5500 plan (Heitech Services, 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, Heitech Services, Inc. 401(K) Plan is a benefit plan reported by Heitech Services, Inc. under EIN 52-2197016 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $12,007,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heitech Services, Inc.
EIN
52-2197016
Plan number
001
Plan type
2
Location
Landover, MD
Latest filing year
2023
Participants
399
End-of-year plan assets
$12,007,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023399H, C20241015095913NAL0028000529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,007,143
Total liabilities (EOY)
$0
Net assets (EOY)
$12,007,143
Net assets (BOY)
$10,281,161

Income & contributions

Employer contributions
$438,608
Participant contributions
$775,516
Total contributions
$1,249,738
Total income / additions
$2,864,095

Expenses & distributions

Benefits paid
$1,070,504
Administrative expenses
$67,609
Total expenses
$1,138,113
Net increase / (decrease)
$1,725,982

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$42,629$02023
Onedigital Investment AdvisorsINVESTMENT ADVISOR$24,980$202023
Pbmares, LlpOTHER SERVICES$0$5,0682023

Related Form 5500 pages