Heimes Corp. 401(K) Plan — Form 5500 plan (Heimes Corp.)
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, Heimes Corp. 401(K) Plan is a benefit plan reported by Heimes Corp. under EIN 88-0402767 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $7,460,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heimes Corp.
- EIN
- 88-0402767
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $7,460,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241015090333NAL0027894993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,460,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,460,858
- Net assets (BOY)
- $5,889,132
Income & contributions
- Employer contributions
- $83,551
- Participant contributions
- $467,548
- Total contributions
- $551,099
- Total income / additions
- $1,708,468
Expenses & distributions
- Benefits paid
- $96,836
- Administrative expenses
- $34,420
- Total expenses
- $136,742
- Net increase / (decrease)
- $1,571,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Interstate Wealth Management | OTHER | $20,368 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,491 | $0 | 2023 |
| Douglas & Co Dba Great Western Bank | OTHER | $1,706 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $855 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heimes Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- First Interstate Wealth Management — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Douglas & Co Dba Great Western Bank — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation