Heath Ceramics, Ltd. 401(K) Plan — Form 5500 plan (Heath Ceramics, Ltd.)

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, Heath Ceramics, Ltd. 401(K) Plan is a benefit plan reported by Heath Ceramics, Ltd. under EIN 75-3123399 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $11,558,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heath Ceramics, Ltd.
EIN
75-3123399
Plan number
001
Plan type
2
Location
Sausalito, CA
Latest filing year
2023
Participants
243
End-of-year plan assets
$11,558,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241015125558NAL0048001584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,558,532
Total liabilities (EOY)
$0
Net assets (EOY)
$11,558,532
Net assets (BOY)
$9,394,500

Income & contributions

Employer contributions
$173,500
Participant contributions
$1,001,197
Total contributions
$1,198,478
Total income / additions
$2,789,426

Expenses & distributions

Benefits paid
$557,637
Administrative expenses
$67,757
Total expenses
$625,394
Net increase / (decrease)
$2,164,032

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Woodbury Financial Services, Inc.NONE$38,583not reported in the loaded dataset2023
Stancorp Financial GroupNONE$29,175not reported in the loaded dataset2023

Related Form 5500 pages