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HEARTLAND PRODUCE CO. 401(K) PLAN 401k Plan overview

Plan NameHEARTLAND PRODUCE CO. 401(K) PLAN
Plan identification number 001

HEARTLAND PRODUCE CO. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

HEARTLAND PRODUCE CO. has sponsored the creation of one or more 401k plans.

Company Name:HEARTLAND PRODUCE CO.
Employer identification number (EIN):363629093
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEARTLAND PRODUCE CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01WILLIAM DIETZ JR
0012023-01-01
0012023-01-01WILLIAM DIETZ JR
0012022-01-01
0012022-01-01WILLIAM DIETZ JR
0012021-01-01
0012021-01-01WILLIAM DIETZ JR
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM DIETZ JR
0012016-01-01WILLIAM DIETZ JR2017-06-29
0012015-01-01WILLIAM DIETZ JR2016-05-10
0012014-01-01WILLIAM DIETZ JR2015-07-23
0012013-01-01WILLIAM DIETZ JR2014-06-30
0012012-01-01WILLIAM DIETZ JR2013-07-31
0012011-01-01WILLIAM DIETZ JR2012-06-14
0012010-01-01WILLIAM DIETZ JR2011-06-10

Financial Data on HEARTLAND PRODUCE CO. 401(K) PLAN

Measure Date Value
2023 : HEARTLAND PRODUCE CO. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,225,888
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$247,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$237,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$778,421
Value of total assets at end of year2023-12-31$10,784,801
Value of total assets at beginning of year2023-12-31$8,806,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$10,306
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$548,619
Other income not declared elsewhere2023-12-31$21,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,978,498
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,784,801
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,806,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$9,468,266
Value of interest in pooled separate accounts at beginning of year2023-12-31$7,238,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,316,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,568,222
Net investment gain or loss from common/collective trusts2023-12-31$1,426,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$229,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$237,084
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI, LLP
Accountancy firm EIN2023-12-31390758449
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,225,888
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$247,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$237,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$778,421
Value of total assets at end of year2023-01-01$10,784,801
Value of total assets at beginning of year2023-01-01$8,806,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$10,306
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$548,619
Other income not declared elsewhere2023-01-01$21,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,978,498
Value of net assets at end of year (total assets less liabilities)2023-01-01$10,784,801
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$8,806,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$9,468,266
Value of interest in pooled separate accounts at beginning of year2023-01-01$7,238,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,316,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,568,222
Net investment gain or loss from common/collective trusts2023-01-01$1,426,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$229,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$237,084
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01WIPFLI, LLP
Accountancy firm EIN2023-01-01390758449
2022 : HEARTLAND PRODUCE CO. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-815,265
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$155,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$146,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$696,119
Value of total assets at end of year2022-12-31$8,806,303
Value of total assets at beginning of year2022-12-31$9,777,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,976
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$507,448
Other income not declared elsewhere2022-12-31$15,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-970,887
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,806,303
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,777,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$7,238,081
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,512,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,568,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,265,134
Net investment gain/loss from pooled separate accounts2022-12-31$-1,526,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$188,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$146,646
Contract administrator fees2022-12-31$8,976
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-815,265
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$155,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$146,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$696,119
Value of total assets at end of year2022-01-01$8,806,303
Value of total assets at beginning of year2022-01-01$9,777,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$8,976
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$507,448
Other income not declared elsewhere2022-01-01$15,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-970,887
Value of net assets at end of year (total assets less liabilities)2022-01-01$8,806,303
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$9,777,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$7,238,081
Value of interest in pooled separate accounts at beginning of year2022-01-01$8,512,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,568,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,265,134
Net investment gain/loss from pooled separate accounts2022-01-01$-1,526,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$188,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$146,646
Contract administrator fees2022-01-01$8,976
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01WIPFLI, LLP
Accountancy firm EIN2022-01-01390758449
2021 : HEARTLAND PRODUCE CO. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,802,945
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$111,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$103,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$600,036
Value of total assets at end of year2021-12-31$9,777,190
Value of total assets at beginning of year2021-12-31$8,086,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,791
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$423,367
Other income not declared elsewhere2021-12-31$9,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,691,136
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,777,190
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,086,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$8,512,056
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,288,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,265,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$797,244
Net investment gain/loss from pooled separate accounts2021-12-31$1,193,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$176,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$103,018
Contract administrator fees2021-12-31$8,791
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : HEARTLAND PRODUCE CO. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,535,322
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$575,317
Value of total assets at end of year2020-12-31$8,086,054
Value of total assets at beginning of year2020-12-31$6,574,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,268
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$414,354
Other income not declared elsewhere2020-12-31$8,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,511,895
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,086,054
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,574,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$7,288,810
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,092,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$797,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$481,729
Net investment gain/loss from pooled separate accounts2020-12-31$951,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$160,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,159
Contract administrator fees2020-12-31$6,268
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : HEARTLAND PRODUCE CO. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,746,617
Total income from all sources (including contributions)2019-12-31$1,746,617
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$43,295
Total of all expenses incurred2019-12-31$43,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$531,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$531,048
Value of total assets at end of year2019-12-31$6,574,159
Value of total assets at beginning of year2019-12-31$4,870,837
Value of total assets at beginning of year2019-12-31$4,870,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,308
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$487,084
Value of fidelity bond cover2019-12-31$487,084
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$370,791
Contributions received from participants2019-12-31$370,791
Other income not declared elsewhere2019-12-31$4,877
Other income not declared elsewhere2019-12-31$4,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,703,322
Value of net income/loss2019-12-31$1,703,322
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,574,159
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,574,159
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,870,837
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,870,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,092,430
Value of interest in pooled separate accounts at end of year2019-12-31$6,092,430
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,422,547
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,422,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$481,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$481,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$448,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$448,290
Net investment gain/loss from pooled separate accounts2019-12-31$1,210,692
Net investment gain/loss from pooled separate accounts2019-12-31$1,210,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$160,257
Contributions received in cash from employer2019-12-31$160,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,987
Contract administrator fees2019-12-31$5,308
Contract administrator fees2019-12-31$5,308
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : HEARTLAND PRODUCE CO. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$241,767
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$207,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$201,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$486,518
Value of total assets at end of year2018-12-31$4,870,837
Value of total assets at beginning of year2018-12-31$4,836,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,197
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$483,686
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$351,257
Other income not declared elsewhere2018-12-31$4,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$33,978
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,870,837
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,836,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,422,547
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,279,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$448,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$557,137
Net investment gain/loss from pooled separate accounts2018-12-31$-249,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$135,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$201,592
Contract administrator fees2018-12-31$6,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : HEARTLAND PRODUCE CO. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$950,138
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$201,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$192,591
Value of total corrective distributions2017-12-31$5,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$232,919
Value of total assets at end of year2017-12-31$4,836,859
Value of total assets at beginning of year2017-12-31$4,087,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,144
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$485,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$229,834
Other income not declared elsewhere2017-12-31$5,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$749,110
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,836,859
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,087,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,279,722
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,574,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$557,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$513,182
Net investment gain/loss from pooled separate accounts2017-12-31$711,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$192,591
Contract administrator fees2017-12-31$3,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449

Form 5500 Responses for HEARTLAND PRODUCE CO. 401(K) PLAN

2023: HEARTLAND PRODUCE CO. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HEARTLAND PRODUCE CO. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEARTLAND PRODUCE CO. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEARTLAND PRODUCE CO. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEARTLAND PRODUCE CO. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEARTLAND PRODUCE CO. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEARTLAND PRODUCE CO. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817312
Policy instance 1
Insurance contract or identification number817312
Number of Individuals Covered155
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $24,299
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817312
Policy instance 1
Insurance contract or identification number817312
Number of Individuals Covered116
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $22,557
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817312
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817312
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817312
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817312
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875808
Policy instance 1

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