Plan5500

Heritage Commerce Corp — 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 Commerce Corp (EIN 77-0469558) 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
77-0469558
Location
San Jose, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$78.7MSummed across loaded plans$78,699,061
Total reported assets$78.7M$78,703,923
Total reported participants800
Total reported liabilities$4.9K$4,862

Reported net position

Reported assets = net assets + liabilities (summed)$78.7M total assets
Net assets$78.7MLiabilities$4.9K
Contributions & income
Employer contributions$948.3K
Participant contributions$3.7M
Total income / additions$16.7M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.2M
Net increase / (decrease)$11.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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 assets99%Heritage Commerce Corp 401(K) Savings Plan
Participants per plan400Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Heritage Commerce Corp 401(K) Savings Plan$77.5M
    Plan #003 · 587 participants · 2023
  2. 2
    Heritage Commerce Corp Employee Stock Ownership Plan$1.2M
    Plan #004 · 213 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Commerce Corp
YearPlanParticipantsSchedulesFiling
2023Heritage Commerce Corp 401(K) Savings Plan587H, C20241015174004NAL0058983298001
2023Heritage Commerce Corp Employee Stock Ownership Plan213H20241015182523NAL0030625249001

Related Form 5500 pages