Plan5500

Robert Heely, Inc. 401(K) Plan — Form 5500 plan (Robert Heely, 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, Robert Heely, Inc. 401(K) Plan is a benefit plan reported by Robert Heely, Inc. under EIN 95-3189622 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $3,741,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robert Heely, Inc.
EIN
95-3189622
Plan number
001
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
342
End-of-year plan assets
$3,741,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023342H, C20241030112508NAL0000556817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,741,953
Total liabilities (EOY)
$0
Net assets (EOY)
$3,741,953
Net assets (BOY)
$3,171,719

Income & contributions

Employer contributions
$49,693
Participant contributions
$363,792
Total contributions
$413,485
Total income / additions
$934,641

Expenses & distributions

Benefits paid
$316,583
Administrative expenses
$47,824
Total expenses
$364,407
Net increase / (decrease)
$570,234

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$33,082not reported in the loaded dataset2023
Pensionmark Financial Group LLCINVESTMENT ADVISOR$14,269$02023
Hicks Pension ServicesCONTRACT ADMIN$3,825$3,5662023
Empower Advisory Group, LLCINVESTMENT MANAGER$2,854not reported in the loaded dataset2023

Related Form 5500 pages