2023 Form 5500 filing — Heritage Wealth Management Inc 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240526174014NAL0009207073001) for Heritage Wealth Management Inc 401(K) Profit Sharing Plan & Trust, reported by Heritage Wealth Management Inc under EIN 45-3200533 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$133KReported net assets$133,026
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240526174014NAL0009207073001
- Plan sponsor
- Heritage Wealth Management Inc
- EIN
- 45-3200533
- Plan number
- 001
- Location
- Medford, MA
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$133K total assets
Net assets$133KLiabilities$0
Full reported line items
- Total assets (EOY)
- $133,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,026
- Employer contributions
- $11,544
- Participant contributions
- $27,285
- Total income / additions
- $57,068
- Benefits paid
- $0
- Administrative expenses
- $60
- Total expenses
- $60
- Net increase / (decrease)
- $57,008
Frequently asked questions
- What does EFAST2 acknowledgement 20240526174014NAL0009207073001 cover?
- It is the 2023 Form 5500 filing for Heritage Wealth Management Inc 401(K) Profit Sharing Plan & Trust, reported by Heritage Wealth Management Inc (EIN 45-3200533).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).