2023 Form 5500 filing — Heritage Management Services Company Employee Benefit Plan
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 20240924153718NAL0023269440001) for Heritage Management Services Company Employee Benefit Plan, reported by Heritage Management Services Company under EIN 20-1746325 and plan number 502. It reports 118 participants. Attached schedule details are not reported in the loaded dataset.
- EFAST2 acknowledgement
- 20240924153718NAL0023269440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Management Services Company
- EIN
- 20-1746325
- Plan number
- 502
- Location
- Shelbyville, KY
- Participants
- 118
- Schedules available
- Not reported in the loaded dataset
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.