401k Plan data: HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST plan

HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEIMLICH LANDSCAPING & CONSTRU has sponsored the creation of one or more 401k plans.

Company Name: HEIMLICH LANDSCAPING & CONSTRU

Employer identification number (EIN): 042870415

NAIC Classification: 561730
NAIC Description: Landscaping Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERIN WILBURN 2024-07-15
001 2022-01-01 ERIN WILBURN 2023-06-23
001 2021-01-01 ERIN WILBURN 2022-08-23
001 2020-01-01 LINDA HEIMLICH 2021-06-17
001 2020-01-01 ERIN WILBURN 2021-08-24
001 2019-01-01 LINDA HEIMLICH 2020-05-08
001 2019-01-01 ERIN WILBURN 2020-07-30
001 2018-01-01 ERIN WILBURN 2019-10-14
001 2017-01-01 LINDA HEIMLICH 2018-07-20
001 2016-01-01 LINDA HEIMLICH 2017-07-11
001 2015-01-01 LINDA HEIMLICH 2016-10-18
001 2014-01-01 LINDA HEIMLICH 2015-07-31
001 2010-01-01 LINDA HEIMLICH
001 2009-01-01 LINDA HEIMLICH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ERIN WILBURN	2024-07-15
001	2022-01-01	ERIN WILBURN	2023-06-23
001	2021-01-01	ERIN WILBURN	2022-08-23
001	2020-01-01	LINDA HEIMLICH	2021-06-17
001	2020-01-01	ERIN WILBURN	2021-08-24
001	2019-01-01	LINDA HEIMLICH	2020-05-08
001	2019-01-01	ERIN WILBURN	2020-07-30
001	2018-01-01	ERIN WILBURN	2019-10-14
001	2017-01-01	LINDA HEIMLICH	2018-07-20
001	2016-01-01	LINDA HEIMLICH	2017-07-11
001	2015-01-01	LINDA HEIMLICH	2016-10-18
001	2014-01-01	LINDA HEIMLICH	2015-07-31
001	2010-01-01	LINDA HEIMLICH
001	2009-01-01	LINDA HEIMLICH

Plan Statistics for HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2010: HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2010 : HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$106,232
Expenses. Total of all expenses incurred	2010-12-31	$1,475
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$478,545
Total plan assets at beginning of year	2010-12-31	$373,788
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$41,645
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$54,176
Net income (gross income less expenses)	2010-12-31	$104,757
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$478,545
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$373,788
Total contributions received or receivable from employer(s)	2010-12-31	$10,411
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,475

Form 5500 Responses for HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST

2010: HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: HEIMLICH LANDSCAPING CONSTRU 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

937644

Policy instance

Insurance contract or identification number	937644
Number of Individuals Covered	17
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,209
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,209
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	HEIMLICH LANDSCAPING & CONSTRU
Employer identification number (EIN):	042870415
NAIC Classification:	561730
NAIC Description:	Landscaping Services