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

Heritage Distributing, Inc. (EIN 95-2544578) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heritage Distributing, Inc.?

The Employer Identification Number (EIN) reported for Heritage Distributing, Inc. is 95-2544578.

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

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

Heritage Distributing, 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 Distributing, Inc. (EIN 95-2544578) is a plan sponsor located in Downey, 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: 95-2544578
Location: Downey, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $4,297,255
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $4,297,255

Contributions & income

Employer contributions: $57,551
Participant contributions: $156,953
Total income / additions: $1,088,715

Expenses & distributions

Benefits paid / distributions: $1,241,186
Total expenses: $1,252,888
Net increase / (decrease): -$164,173

Coverage

Total reported participants: 500
Plans with financial statements: 1
Plans with provider compensation: 0

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 Distributing, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Rockview Dairies, Inc. 401(K) Plan	002	48	$4,297,255	2023
Heritage Distributing, Inc. Health And Welfare Plan	503	452	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 Distributing, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Heritage Distributing, Inc. Health And Welfare Plan	452	—	20241120134922NAL0002474819001
2023	Rockview Dairies, Inc. 401(K) Plan	48	I	20250113153603NAL0037515634001