Heartland Home Services, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Heartland Home Services, 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, Heartland Home Services, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Heartland Home Services, Inc. under EIN 82-3319060 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,439 participants and $39,620,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heartland Home Services, Inc.
- EIN
- 82-3319060
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 1,439
- End-of-year plan assets
- $39,620,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,439 | H, C | 20241117214832NAL0000796881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,620,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,620,253
- Net assets (BOY)
- $11,605,068
Income & contributions
- Employer contributions
- $2,695,809
- Participant contributions
- $5,000,735
- Total contributions
- $7,984,718
- Total income / additions
- $12,181,453
Expenses & distributions
- Benefits paid
- $3,843,122
- Administrative expenses
- $178,226
- Total expenses
- $4,045,404
- Net increase / (decrease)
- $8,136,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | ADVISOR | $75,062 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $67,203 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $16,235 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ADVISOR | $8,470 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heartland Home Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Kestra Advisory Services, LLC — Schedule C compensation
- Paychex, Inc. — Schedule C compensation
- Erisa Fiduciary Services, Inc. — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation