J.D. Heiskell Holdings, LLC 401(K) Plan — Form 5500 plan (J.D. Heiskell Holdings, 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, J.D. Heiskell Holdings, LLC 401(K) Plan is a benefit plan reported by J.D. Heiskell Holdings, LLC under EIN 77-0543702 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,019 participants and $63,715,107 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.D. Heiskell Holdings, LLC
EIN
77-0543702
Plan number
001
Plan type
2
Location
Tulare, CA
Latest filing year
2023
Participants
1,019
End-of-year plan assets
$63,715,107

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,019H, C20240813083841NAL0010339953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,715,107
Total liabilities (EOY)
$0
Net assets (EOY)
$63,715,107
Net assets (BOY)
$57,442,454

Income & contributions

Employer contributions
$2,012,008
Participant contributions
$4,094,953
Total contributions
$6,297,365
Total income / additions
$14,705,399

Expenses & distributions

Benefits paid
$8,288,566
Administrative expenses
$144,180
Total expenses
$8,432,746
Net increase / (decrease)
$6,272,653

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$114,266$02023
Newport Trust CompanyTRUSTEE$29,914$02023

Related Form 5500 pages