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, The Heathman Lodge 401(K) Plan is a benefit plan reported by H Lodge, LLC under EIN 93-1172480 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $6,076,268 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,076,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,076,268
- Net assets (BOY)
- $6,597,123
Income & contributions
- Employer contributions
- $102,573
- Participant contributions
- $285,990
- Total contributions
- $388,563
- Total income / additions
- $1,374,850
Expenses & distributions
- Benefits paid
- $1,879,726
- Administrative expenses
- $14,605
- Total expenses
- $1,895,705
- Net increase / (decrease)
- -$520,855