401k Plan data: THE HEARTLAND PARTNERSHIP 401(K) PLAN plan

THE HEARTLAND PARTNERSHIP 401(K) PLAN 401k Plan overview

Plan Name	THE HEARTLAND PARTNERSHIP 401(K) PLAN
Plan identification number	002

THE HEARTLAND PARTNERSHIP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

THE HEARTLAND PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: THE HEARTLAND PARTNERSHIP

Employer identification number (EIN): 363792296

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEARTLAND PARTNERSHIP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 WENDI RAMSAY 2024-07-01
002 2022-01-01 WENDI RAMSEY 2023-10-03 WENDI RAMSAY 2023-10-03
002 2021-01-01 JOSHUA GUNN 2022-10-14 JOSHUA GUNN 2022-10-14
002 2020-01-01 JOSHUA GUNN 2021-10-12 JOSHUA GUNN 2021-10-12
002 2019-01-01 JOSHUA GUNN 2020-10-14
002 2018-01-01 JEFF GRIFFIN 2019-10-11 JEFF GRIFFIN 2019-10-11
002 2017-01-01 JEFFREY GRIFFIN 2018-10-15
002 2016-01-01 JEFFREY GRIFFIN 2017-10-11
002 2015-01-01 JEFFREY GRIFFIN 2016-10-17
002 2014-01-01 JEFF GRIFFIN 2015-10-12 JEFF GRIFFIN 2015-10-12
002 2013-01-01 CALVIN MACKAY 2014-10-14 CALVIN MACKAY 2014-10-14
002 2012-01-01 CALVIN MACKAY 2013-10-14 CALVIN MACKAY 2013-10-14
002 2011-01-01 STEVE ROLLINS 2012-10-12 STEVE ROLLINS 2012-10-12
002 2010-01-01 KIP MCCOY 2011-07-19 KIP MCCOY 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	WENDI RAMSAY	2024-07-01
002	2022-01-01	WENDI RAMSEY	2023-10-03	WENDI RAMSAY	2023-10-03
002	2021-01-01	JOSHUA GUNN	2022-10-14	JOSHUA GUNN	2022-10-14
002	2020-01-01	JOSHUA GUNN	2021-10-12	JOSHUA GUNN	2021-10-12
002	2019-01-01	JOSHUA GUNN	2020-10-14
002	2018-01-01	JEFF GRIFFIN	2019-10-11	JEFF GRIFFIN	2019-10-11
002	2017-01-01	JEFFREY GRIFFIN	2018-10-15
002	2016-01-01	JEFFREY GRIFFIN	2017-10-11
002	2015-01-01	JEFFREY GRIFFIN	2016-10-17
002	2014-01-01	JEFF GRIFFIN	2015-10-12	JEFF GRIFFIN	2015-10-12
002	2013-01-01	CALVIN MACKAY	2014-10-14	CALVIN MACKAY	2014-10-14
002	2012-01-01	CALVIN MACKAY	2013-10-14	CALVIN MACKAY	2013-10-14
002	2011-01-01	STEVE ROLLINS	2012-10-12	STEVE ROLLINS	2012-10-12
002	2010-01-01	KIP MCCOY	2011-07-19	KIP MCCOY	2011-07-19

Financial Data on THE HEARTLAND PARTNERSHIP 401(K) PLAN

Measure	Date	Value
2025 : THE HEARTLAND PARTNERSHIP 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-15	0
Total expenses incurred by plan in this plan year	2025-07-15	49817
Net assets as of the end of the plan year	2025-07-15	803710
Total assets as of the beginning of the plan year	2025-07-15	749147
Value of plan covered by a fidelity bond	2025-07-15	500000
Participant contributions to plan in this plan year	2025-07-15	8461
Other contributions to plan in this plan year	2025-07-15	0
Other income to plan in this plan year	2025-07-15	78466
Plan net income in this plan year	2025-07-15	54563
Net assets as of the end of the plan year	2025-07-15	803710
Net assets as of the beginning of the plan year	2025-07-15	749147
Employer contributions to plan in this plan year	2025-07-15	17453
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-15	6581
2024 : THE HEARTLAND PARTNERSHIP 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-01	0
Total expenses incurred by plan in this plan year	2024-07-01	63440
Net assets as of the end of the plan year	2024-07-01	749147
Total assets as of the beginning of the plan year	2024-07-01	676474
Value of plan covered by a fidelity bond	2024-07-01	500000
Participant contributions to plan in this plan year	2024-07-01	11935
Value of participant loans at end of plan year	2024-07-01	3676
Other contributions to plan in this plan year	2024-07-01	0
Other income to plan in this plan year	2024-07-01	103953
Plan net income in this plan year	2024-07-01	72673
Net assets as of the end of the plan year	2024-07-01	749147
Net assets as of the beginning of the plan year	2024-07-01	676474
Employer contributions to plan in this plan year	2024-07-01	20225
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-01	6165

Potentially related plans

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Company Name:	THE HEARTLAND PARTNERSHIP
Employer identification number (EIN):	363792296
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations