Heritage Bank Of Commerce — 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 Bank Of Commerce (EIN 77-0360405) is a plan sponsor located in San Jose, CA 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
- 77-0360405
- Location
- San Jose, CA
- Loaded plans
- 2
- Latest filing year
- 2023
This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.
What stands out for Heritage Bank Of Commerce
- 2 loaded plans.
- Plans cover 680 reported participants.
- 0 of 2 plans report full financial statements.
Reported financial aggregate
Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.
Data coverage
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.
Portfolio comparison
Largest loaded plans
Bars show each plan's reported end-of-year assets relative to the largest.
- 1The Heritage Bank Health And Welfare Plannot reported in the loaded datasetPlan #501 · 340 participants · 2023
- 2Heritage Bank Health & Welfare Plannot reported in the loaded datasetPlan #502 · 340 participants · 2023
All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →
Latest loaded filings
Most recent loaded Form 5500 filings for Heritage Bank Of Commerce. Open one for its full reported snapshot.
- 2023Heritage Bank Health & Welfare PlanNo schedulesView filing →
- 2023The Heritage Bank Health And Welfare PlanNo schedulesView filing →
Frequently asked questions
- How many benefit plans does Heritage Bank Of Commerce report on Form 5500?
- Heritage Bank Of Commerce (EIN 77-0360405) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
- What is the EIN for Heritage Bank Of Commerce?
- The Employer Identification Number (EIN) reported for Heritage Bank Of Commerce is 77-0360405.
- What is the latest Form 5500 filing year for Heritage Bank Of Commerce?
- The latest loaded Form 5500 filing year for Heritage Bank Of Commerce is 2023.