What is the latest Form 5500 filing year for Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel?

The latest loaded Form 5500 filing year for Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel is 2023.

Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel — 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 Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel (EIN 80-0246861) is a plan sponsor located in Rocklin, CA 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: 80-0246861
Location: Rocklin, CA
Loaded plans: 1
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 Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel

1 loaded plans hold $0 in reported assets.
Plans cover 3 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans

Total reported assets$0

Total reported participants3

Total reported liabilities$0

Reported net position

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions$561

Expenses & distributions

Benefits paid / distributions$96.1K

Total expenses$100.5K

Net increase / (decrease)-$99.9K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Participants per plan3Average 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
Heritage Oaks Memorial Chapel 401(K) Profit Sharing Plan$0
Plan #001 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel. Open one for its full reported snapshot.

2023
Heritage Oaks Memorial Chapel 401(K) Profit Sharing Plan3 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel report on Form 5500?: Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel (EIN 80-0246861) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel?: The Employer Identification Number (EIN) reported for Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel is 80-0246861.
What is the latest Form 5500 filing year for Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel?: The latest loaded Form 5500 filing year for Heritage Oaks Memorial Group, Inc. Dba Heritage Oaks Memorial Chapel is 2023.