How many benefit plans does Heritage Benefit Consultants, Inc. report on Form 5500?

Heritage Benefit Consultants, Inc. (EIN 06-0991349) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heritage Benefit Consultants, Inc.?

The Employer Identification Number (EIN) reported for Heritage Benefit Consultants, Inc. is 06-0991349.

What is the latest Form 5500 filing year for Heritage Benefit Consultants, Inc.?

The latest loaded Form 5500 filing year for Heritage Benefit Consultants, Inc. is 2023.

Heritage Benefit Consultants, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heritage Benefit Consultants, Inc. (EIN 06-0991349) is a plan sponsor located in Watertown, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 06-0991349
Location: Watertown, CT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $941,337
Total reported liabilities (EOY): $24,821
Total reported net assets (EOY): $916,516

Contributions & income

Employer contributions: $31,213
Participant contributions: $8,600
Total income / additions: $209,519

Expenses & distributions

Benefits paid / distributions: $13,057
Total expenses: $17,181
Net increase / (decrease): $192,338

Coverage

Total reported participants: 9
Plans with financial statements: 2
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Heritage Benefit Consultants, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heritage Benefit Consultants, Inc. Retirement Plan	001	6	$742,006	2023
Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan	003	3	$199,331	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Benefit Consultants, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Heritage Benefit Consultants, Inc. Retirement Plan	6	I	20241127075609NAL0006459393001
2023	Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan	3	I	20250911095038NAL0000142563001