Heidelberg Retirement Savings Plan — Form 5500 plan (Heidelberg Americas, 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, Heidelberg Retirement Savings Plan is a benefit plan reported by Heidelberg Americas, Inc. under EIN 59-2272302 and plan number 015. The latest loaded filing year is 2023. The filing reports 716 participants and $215,167,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heidelberg Americas, Inc.
- EIN
- 59-2272302
- Plan number
- 015
- Plan type
- 2
- Location
- Kennesaw, GA
- Latest filing year
- 2023
- Participants
- 716
- End-of-year plan assets
- $215,167,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 716 | H, C | 20241010124300NAL0020984177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $215,167,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $215,167,454
- Net assets (BOY)
- $192,589,438
Income & contributions
- Employer contributions
- $1,489,787
- Participant contributions
- $5,486,330
- Total contributions
- $7,086,062
- Total income / additions
- $41,410,544
Expenses & distributions
- Benefits paid
- $18,681,395
- Administrative expenses
- $147,305
- Total expenses
- $18,832,528
- Net increase / (decrease)
- $22,578,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $73,534 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $72,663 | not reported in the loaded dataset | 2023 |
| Charles Schwab | PARTICIPANT BROKERAGE | $808 | $0 | 2023 |
| Qdro Consultants Co LLC | CONSULTING | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heidelberg Americas, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Kennesaw, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation