How big is Heartstone Development LLC's plan?

Heartstone Development LLC's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250717093118NAL0000040897001

Heartstone Development LLC

Name: Heartstone Development LLC — Heartstone Development, Form 5500 (2024)
Creator: Heartstone Development LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heartstone Development LLC 401(k) Profit Sharing Plan Trust

401(k) retirement plan · Heartstone Development LLC's Heartstone Development LLC 401(k) Profit Sharing Plan Trust held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Clayton Bonny signed Heartstone Development LLC's 2024 Form 5500 as plan administrator.

Clayton Bonny — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heartstone Development LLC's EIN is 22-3733772.

EIN 22-3733772

Plan number 001

Plan year 2024

ACK ID 20250717093118NAL0000040897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heartstone Development LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heartstone Development LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARTSTONE DEVELOPMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score