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

Heritage Properties, Inc. (EIN 64-0665203) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heritage Properties, Inc.?

The Employer Identification Number (EIN) reported for Heritage Properties, Inc. is 64-0665203.

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

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

Heritage Properties, 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 Properties, Inc. (EIN 64-0665203) is a plan sponsor located in Madison, MS 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: 64-0665203
Location: Madison, MS
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $4,383,151
Total reported liabilities (EOY): $21,217
Total reported net assets (EOY): $4,361,934

Contributions & income

Employer contributions: $168,128
Participant contributions: $523,436
Total income / additions: $1,277,446

Expenses & distributions

Benefits paid / distributions: $281,888
Total expenses: $356,739
Net increase / (decrease): $920,707

Coverage

Total reported participants: 448
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

Heritage Properties, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heritage Properties, Inc. Employee Retirement Plan	001	244	$4,383,151	2023
Heritage Properties, Inc. Health And Welfare Plan	501	204	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 Heritage Properties, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Heritage Properties, Inc. Employee Retirement Plan	244	H, C	20241014122109NAL0027253761001
2023	Heritage Properties, Inc. Health And Welfare Plan	204	—	20241113182045NAL0028912128001