Plan5500

Heartland, LLC 401(K) Plan — Form 5500 plan (Heartland, 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, Heartland, LLC 401(K) Plan is a benefit plan reported by Heartland, LLC under EIN 81-1798176 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,978 participants and $39,886,132 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heartland, LLC
EIN
81-1798176
Plan number
001
Plan type
2
Location
Kansas, MO
Latest filing year
2023
Participants
3,978
End-of-year plan assets
$39,886,132

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,978H, C20250227163343NAL0002384417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,886,132
Total liabilities (EOY)
$0
Net assets (EOY)
$39,886,132
Net assets (BOY)
$29,754,800

Income & contributions

Employer contributions
$2,356,053
Participant contributions
$4,133,009
Total contributions
$9,412,978
Total income / additions
$14,815,106

Expenses & distributions

Benefits paid
$4,929,381
Administrative expenses
$228,436
Total expenses
$5,157,817
Net increase / (decrease)
$9,657,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$115,834$02023
Cbiz Investment Advisory Services LINVESTMENT ADVISOR$79,985not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$32,617not reported in the loaded dataset2023

Related Form 5500 pages