First Heartland Capital, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: First Heartland Capital, INC.
  • Sponsor EIN: 431635588
  • Sponsor Address: 4101 LAKE ST. LOUIS BOULEVARD, LAKE ST. LOUIS, MO, 63367
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $16.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$16.6M$193,262$234,775
202325$11.5M$120,609$296,923
202223$8.4M$160,620$238,534

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