Logo

PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING 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.
  • Plan covering Self-Employed individuals.
  • 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

PAK HEYDT AND ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:PAK HEYDT AND ASSOCIATES, LLC
Employer identification number (EIN):582313208
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLES OTTO HEYDT2024-07-26
0012022-01-01CHARLES OTTO HEYDT2023-09-25
0012021-01-01CHARLES OTTO HEYDT2022-10-12
0012020-01-01YONG S. PAK2021-07-26 YONG S. PAK2021-07-26
0012019-01-01YONG S. PAK2020-07-15 YONG S. PAK2020-07-15
0012018-01-01
0012017-01-01
0012016-01-01YONG S. PAK
0012015-01-01YONG S. PAK
0012014-01-01LISA S. CROSS
0012013-01-01YONG S. PAK
0012012-01-01YONG S. PAK
0012011-01-01YONG S. PAK
0012010-01-01YONG S. PAK
0012009-01-01YONG S. PAK

Financial Data on PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-040
Total liabilities as of the end of the plan year2025-08-040
Total liabilities as of the beginning of the plan year2025-08-040
Total expenses incurred by plan in this plan year2025-08-0415652
Net assets as of the end of the plan year2025-08-043530641
Total assets as of the beginning of the plan year2025-08-042924142
Value of plan covered by a fidelity bond2025-08-041000000
Participant contributions to plan in this plan year2025-08-0459003
Value of participant loans at end of plan year2025-08-0422117
Other expenses paid from plan in this plan year2025-08-040
Other contributions to plan in this plan year2025-08-040
Other income to plan in this plan year2025-08-04559422
Plan net income in this plan year2025-08-04606499
Net assets as of the end of the plan year2025-08-043530641
Net assets as of the beginning of the plan year2025-08-042924142
Employer contributions to plan in this plan year2025-08-043726
Fees paid to broker by Benefit Provider2025-08-041613
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0415652
2024 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2648575
Net assets as of the end of the plan year2024-07-262924142
Total assets as of the beginning of the plan year2024-07-262340065
Value of plan covered by a fidelity bond2024-07-261000000
Participant contributions to plan in this plan year2024-07-2650898
Value of participant loans at end of plan year2024-07-2632722
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-26572172
Plan net income in this plan year2024-07-26584077
Net assets as of the end of the plan year2024-07-262924142
Net assets as of the beginning of the plan year2024-07-262340065
Employer contributions to plan in this plan year2024-07-269582
Fees paid to broker by Benefit Provider2024-07-261949
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2613310
2022 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-122
Net assets as of the end of the plan year2022-10-122934088
Total assets as of the beginning of the plan year2022-10-122337778
Participant contributions to plan in this plan year2022-10-1245285
Value of participant loans at end of plan year2022-10-128687
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-12551027
Plan net income in this plan year2022-10-12596310
Net assets as of the end of the plan year2022-10-122934088
Net assets as of the beginning of the plan year2022-10-122337778
Employer contributions to plan in this plan year2022-10-120
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-122
2020 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$612,873
Expenses. Total of all expenses incurred2020-12-31$127,703
Benefits paid (including direct rollovers)2020-12-31$127,616
Total plan assets at end of year2020-12-31$2,337,778
Total plan assets at beginning of year2020-12-31$1,852,608
Total contributions received or receivable from participants2020-12-31$47,167
Expenses. Other expenses not covered elsewhere2020-12-31$37
Other income received2020-12-31$515,706
Net income (gross income less expenses)2020-12-31$485,170
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,337,778
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,852,608
Assets. Value of participant loans2020-12-31$19,444
Total contributions received or receivable from employer(s)2020-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$541,971
Expenses. Total of all expenses incurred2019-12-31$250
Total plan assets at end of year2019-12-31$1,852,608
Total plan assets at beginning of year2019-12-31$1,310,887
Total contributions received or receivable from participants2019-12-31$45,712
Expenses. Other expenses not covered elsewhere2019-12-31$250
Other income received2019-12-31$421,259
Net income (gross income less expenses)2019-12-31$541,721
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,852,608
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,310,887
Assets. Value of participant loans2019-12-31$31,748
Total contributions received or receivable from employer(s)2019-12-31$75,000
2018 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$106,162
Expenses. Total of all expenses incurred2018-12-31$200
Total plan assets at end of year2018-12-31$1,310,887
Total plan assets at beginning of year2018-12-31$1,204,925
Total contributions received or receivable from participants2018-12-31$58,457
Other income received2018-12-31$-52,295
Net income (gross income less expenses)2018-12-31$105,962
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,310,887
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,204,925
Assets. Value of participant loans2018-12-31$28,126
Total contributions received or receivable from employer(s)2018-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$200
2017 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$304,122
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,204,925
Total plan assets at beginning of year2017-12-31$900,803
Total contributions received or receivable from participants2017-12-31$35,320
Other income received2017-12-31$218,802
Net income (gross income less expenses)2017-12-31$304,122
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,204,925
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$900,803
Assets. Value of participant loans2017-12-31$25,483
Total contributions received or receivable from employer(s)2017-12-31$50,000
2016 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$100
Total income from all sources2016-12-31$169,206
Expenses. Total of all expenses incurred2016-12-31$592,733
Benefits paid (including direct rollovers)2016-12-31$592,621
Total plan assets at end of year2016-12-31$900,803
Total plan assets at beginning of year2016-12-31$1,324,430
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$58,190
Other income received2016-12-31$46,512
Net income (gross income less expenses)2016-12-31$-423,527
Net plan assets at end of year (total assets less liabilities)2016-12-31$900,803
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,324,330
Assets. Value of participant loans2016-12-31$38,221
Total contributions received or receivable from employer(s)2016-12-31$64,504
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$100
Total plan liabilities at beginning of year2015-12-31$100
Total income from all sources2015-12-31$55,434
Expenses. Total of all expenses incurred2015-12-31$100
Total plan assets at end of year2015-12-31$1,324,430
Total plan assets at beginning of year2015-12-31$1,269,096
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$17,994
Expenses. Other expenses not covered elsewhere2015-12-31$100
Other income received2015-12-31$-12,560
Net income (gross income less expenses)2015-12-31$55,334
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,324,330
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,268,996
Assets. Value of participant loans2015-12-31$50,310
Total contributions received or receivable from employer(s)2015-12-31$50,000
2014 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$100
Total plan liabilities at beginning of year2014-12-31$94
Total income from all sources2014-12-31$111,497
Expenses. Total of all expenses incurred2014-12-31$1,854
Total plan assets at end of year2014-12-31$1,269,096
Total plan assets at beginning of year2014-12-31$1,159,447
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$18,038
Contributions received from other sources (not participants or employers)2014-12-31$18
Other income received2014-12-31$43,441
Net income (gross income less expenses)2014-12-31$109,643
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,268,996
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,159,353
Assets. Value of participant loans2014-12-31$49,499
Total contributions received or receivable from employer(s)2014-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,854
2013 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$94
Total income from all sources2013-12-31$172,434
Expenses. Total of all expenses incurred2013-12-31$3,019
Total plan assets at end of year2013-12-31$1,159,447
Total plan assets at beginning of year2013-12-31$989,938
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$19,679
Expenses. Other expenses not covered elsewhere2013-12-31$3,019
Contributions received from other sources (not participants or employers)2013-12-31$8,483
Other income received2013-12-31$144,272
Net income (gross income less expenses)2013-12-31$169,415
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,159,353
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$989,938
Assets. Value of participant loans2013-12-31$27,449
2012 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$88,565
Expenses. Total of all expenses incurred2012-12-31$2,129
Total plan assets at end of year2012-12-31$989,938
Total plan assets at beginning of year2012-12-31$903,502
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$20,321
Expenses. Other expenses not covered elsewhere2012-12-31$2,129
Other income received2012-12-31$68,244
Net income (gross income less expenses)2012-12-31$86,436
Net plan assets at end of year (total assets less liabilities)2012-12-31$989,938
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$903,502
Assets. Value of participant loans2012-12-31$42,939
2011 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$10,972
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$903,502
Total plan assets at beginning of year2011-12-31$892,530
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$19,221
Other income received2011-12-31$-8,249
Net income (gross income less expenses)2011-12-31$10,972
Net plan assets at end of year (total assets less liabilities)2011-12-31$903,502
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$892,530
Assets. Value of participant loans2011-12-31$57,638
2010 : PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$69,564
Expenses. Total of all expenses incurred2010-12-31$34,621
Benefits paid (including direct rollovers)2010-12-31$34,564
Total plan assets at end of year2010-12-31$892,530
Total plan assets at beginning of year2010-12-31$857,587
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$18,698
Other income received2010-12-31$50,866
Net income (gross income less expenses)2010-12-31$34,943
Net plan assets at end of year (total assets less liabilities)2010-12-31$892,530
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$857,587
Assets. Value of participant loans2010-12-31$71,588
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$57
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PAK HEYDT & ASSOCIATES, LLC 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 securities2009-12-31$0

Form 5500 Responses for PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

2020: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PAK HEYDT & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan 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 number816150
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816150
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816150
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1