How many benefit plans does First Heritage Federal Credit Union report on Form 5500?

First Heritage Federal Credit Union (EIN 16-0802201) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for First Heritage Federal Credit Union?

The Employer Identification Number (EIN) reported for First Heritage Federal Credit Union is 16-0802201.

What is the latest Form 5500 filing year for First Heritage Federal Credit Union?

The latest loaded Form 5500 filing year for First Heritage Federal Credit Union is 2023.

First Heritage Federal Credit Union — 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, First Heritage Federal Credit Union (EIN 16-0802201) is a plan sponsor located in Corning, NY 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: 16-0802201
Location: Corning, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $13,667,695
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $13,667,695

Contributions & income

Employer contributions: $629,605
Participant contributions: $561,211
Total income / additions: $3,154,583

Expenses & distributions

Benefits paid / distributions: $601,472
Total expenses: $710,828
Net increase / (decrease): $2,443,755

Coverage

Total reported participants: 303
Plans with financial statements: 1
Plans with provider compensation: 1

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

First Heritage Federal Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
First Heritage Federal Credit Union 401(K) Retirement Savings Plan	003	179	$13,667,695	2023
First Heritage Federal Credit Union Welfare Benefit Plan	520	124	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Heritage Federal Credit Union
Year	Plan	Participants	Schedules	Filing
2023	First Heritage Federal Credit Union Welfare Benefit Plan	124	—	20240605122720NAL0020785617001
2023	First Heritage Federal Credit Union 401(K) Retirement Savings Plan	179	H, C	20240703130024NAL0009714464001