Heinzen, LLC 401(K) Plan — Form 5500 plan (Heinzen, 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, Heinzen, LLC 401(K) Plan is a benefit plan reported by Heinzen, LLC under EIN 80-0771784 and plan number 001. The latest loaded filing year is 2023. The filing reports 114 participants and $10,640,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heinzen, LLC
- EIN
- 80-0771784
- Plan number
- 001
- Plan type
- 2
- Location
- Gilroy, CA
- Latest filing year
- 2023
- Participants
- 114
- End-of-year plan assets
- $10,640,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 114 | H | 20241001094821NAL0012047328006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,640,778
- Net assets (EOY)
- $10,640,778
- Net assets (BOY)
- $9,270,278
Income & contributions
- Employer contributions
- $195,759
- Participant contributions
- $496,105
- Total contributions
- $691,864
- Total income / additions
- $2,070,515
Expenses & distributions
- Benefits paid
- $684,013
- Administrative expenses
- $16,002
- Total expenses
- $700,015
- Net increase / (decrease)
- $1,370,500
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.