FIRST HEARTLAND CAPITAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FIRST HEARTLAND CAPITAL, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : FIRST HEARTLAND CAPITAL, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $4,388,764 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,290,909 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,290,214 |
| Total plan assets at end of year | 2023-12-31 | $11,539,527 |
| Total plan assets at beginning of year | 2023-12-31 | $8,441,672 |
| Value of fidelity bond covering the plan | 2023-12-31 | $324,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $296,923 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $176,226 |
| Other income received | 2023-12-31 | $3,795,006 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $3,097,855 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $11,539,527 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,441,672 |
| Assets. Value of participant loans | 2023-12-31 | $5,721 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $120,609 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $695 |
| 2022 : FIRST HEARTLAND CAPITAL, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-3,342,958 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,043,327 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,033,379 |
| Total plan assets at end of year | 2022-12-31 | $8,441,672 |
| Total plan assets at beginning of year | 2022-12-31 | $12,827,957 |
| Value of fidelity bond covering the plan | 2022-12-31 | $324,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $238,534 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-3,742,112 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-4,386,285 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,441,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,827,957 |
| Assets. Value of participant loans | 2022-12-31 | $8,302 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $160,620 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $8,046 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,902 |
| 2021 : FIRST HEARTLAND CAPITAL, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $2,449,979 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $954,152 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $953,881 |
| Total plan assets at end of year | 2021-12-31 | $12,827,957 |
| Total plan assets at beginning of year | 2021-12-31 | $11,332,130 |
| Value of fidelity bond covering the plan | 2021-12-31 | $324,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $218,896 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $2,137,487 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,495,827 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $12,827,957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,332,130 |
| Assets. Value of participant loans | 2021-12-31 | $28,451 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $93,596 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $271 |
| 2009 : FIRST HEARTLAND CAPITAL, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: FIRST HEARTLAND CAPITAL, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: FIRST HEARTLAND CAPITAL, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: FIRST HEARTLAND CAPITAL, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FIRST HEARTLAND CAPITAL, INC. 401(K) PROFIT SHARING PLAN 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
