Original filing (PDF)20241125145457NAL0003054563001

HEILMANN FARMS, INC.

Name: HEILMANN FARMS, INC. — HEILMANN FARMS, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HEILMANN FARMS, INC.

Form 5500-SF

FILING_RECEIVED

HEILMANN FARMS, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEILMANN FARMS, INC..

Plan sponsor

Name

HEILMANN FARMS, INC.

EIN

34-1282054

Address

7585 FINZEL ROAD · WHITEHOUSE, OH · 435719752

Phone

(419) 467-8737

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-11-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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