Plan5500

Heritage Financial Group, 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 Financial Group, Inc. (EIN 35-1517239) is a plan sponsor located in Elkhart, IN with 1 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
35-1517239
Location
Elkhart, IN
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18MSummed across loaded plans$17,996,975
Total reported assets$18M$18,044,964
Total reported participants155
Total reported liabilities$48K$47,989

Reported net position

Reported assets = net assets + liabilities (summed)$18M total assets
Net assets$18MLiabilities$48K
Contributions & income
Employer contributions$243K
Participant contributions$457.7K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$737.9K
Total expenses$852.6K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Heritage Financial Group, Inc. 401(K) Plan And Trust
Participants per plan155Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Heritage Financial Group, Inc. 401(K) Plan And Trust$18M
    Plan #001 · 155 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Financial Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Heritage Financial Group, Inc. 401(K) Plan And Trust155H, C20240805143249NAL0001392881001

Related Form 5500 pages