Department of Labor filing

HEICHEL PLUMBING, INC.

HEICHEL PLUMBING, INC 401(K) PLAN · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Aug 23, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

40filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,690

Reported employer contributions per active participant.

Higher than about 46% of comparable plans
#People in the filing
102

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$249 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 27% of comparable plans
Investment performance
Not available

Plan assets changed 20.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202340out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions46th percentileTypical peer $1,802 · based on 1,136 comparable plans
Lower reported administrative expense27th percentileTypical peer $158 · based on 1,162 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, HEICHEL PLUMBING, INC. reported $172,348 in employer contributions across the plan and 102 active participants. That works out to $1,690 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy73%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 10.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 7.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context40/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$172,348
Participant contributions
$258,356
Other contributions
Not reported
Employer share of reported contributions
40.0%
Beginning assets
$1,842,829
Ending assets
$2,215,418
Ending net assets
$2,215,416
Ending liabilities
$2
Total income
$725,590
Total expenses
$352,902
Administrative expenses
$38,853
Participant loans
$230,512

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,878
2023
$1,690
Plan-paid administrative expenses per participant
2022
$268
2023
$249
Active participants
2022
114
2023
102
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2023$1,6901022.2M20240823103322NAL0003611635001
2022$1,8781141.8M20231002104222NAL0016563041001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
10.4%
Independent accountant’s opinion
Disclaimer of opinion Code 3
Late participant contributions reported
Not stated in the filing
Public plan identifier
592900580-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2002
Industry
Construction
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2J2K2F2G3D

Current plan terms

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Filing ACK_ID20240823103322NAL0003611635001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗