How many benefit plans does Heritage Bancshares Group, Inc. report on Form 5500?

Heritage Bancshares Group, Inc. (EIN 41-1768838) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heritage Bancshares Group, Inc.?

The Employer Identification Number (EIN) reported for Heritage Bancshares Group, Inc. is 41-1768838.

What is the latest Form 5500 filing year for Heritage Bancshares Group, Inc.?

The latest loaded Form 5500 filing year for Heritage Bancshares Group, Inc. is 2023.

Heritage Bancshares 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 Bancshares Group, Inc. (EIN 41-1768838) is a plan sponsor located in Willmar, MN 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: 41-1768838
Location: Willmar, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $25,013,286
Total reported liabilities (EOY): $805,000
Total reported net assets (EOY): $24,208,286

Contributions & income

Employer contributions: $337,698
Participant contributions: $594,076
Total income / additions: $2,453,526

Expenses & distributions

Benefits paid / distributions: $1,685,958
Total expenses: $1,755,853
Net increase / (decrease): $697,673

Coverage

Total reported participants: 318
Plans with financial statements: 2
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

Heritage Bancshares Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heritage Bancshares Group, Inc. 401(K) Retirement Plan	001	161	$13,432,913	2023
Heritage Bancshares Group, Inc. Employee Stock Ownership Plan And Trust	002	157	$11,580,373	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Bancshares Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Heritage Bancshares Group, Inc. 401(K) Retirement Plan	161	H, C	20241007072431NAL0014883329001
2023	Heritage Bancshares Group, Inc. Employee Stock Ownership Plan And Trust	157	H	20241007080718NAL0014914209001