How big is Jeffery J. Heline's plan?

Jeffery J. Heline's plan reported $2.5M in assets for 2025.

Original filing (PDF)20260430153859NAL0000085169001

Jeffery J. Heline

Name: Jeffery J. Heline — Jeffery J. Heline Profit Sharing, Form 5500 (2025)
Creator: Jeffery J. Heline
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffery J. Heline Profit Sharing Plan

Defined-contribution retirement plan · Jeffery J. Heline's Jeffery J. Heline Profit Sharing Plan reported $2.5M in plan assets in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jeffery Heline signed Jeffery J. Heline's 2025 Form 5500 as plan administrator.

Jeffery Heline — 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

Jeffery J. Heline's EIN is 48-1109339.

EIN 48-1109339

Plan number 006

Plan year 2025

ACK ID 20260430153859NAL0000085169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeffery J. Heline from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeffery J. Heline's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFERY J. HELINE.

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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

100

Vendor & structure

100

Helping the score