Heathorn & Associates Profit Sharing Plan — Form 5500 plan (Heathorn & Associates)
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, Heathorn & Associates Profit Sharing Plan is a benefit plan reported by Heathorn & Associates under EIN 94-3166225 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,782,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heathorn & Associates
- EIN
- 94-3166225
- Plan number
- 001
- Plan type
- 2
- Location
- Danville, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $2,782,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240422130703NAL0000179920001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,782,424
- Net assets (EOY)
- $2,782,424
- Net assets (BOY)
- $2,937,883
Income & contributions
- Employer contributions
- $0
- Total income / additions
- $314,677
Expenses & distributions
- Benefits paid
- $470,136
- Total expenses
- $470,136
- Net increase / (decrease)
- -$155,459
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.