2023 Form 5500 filing — Heritage Village Master Association, Inc. Retirement Income 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 20241009114220NAL0010572547001) for Heritage Village Master Association, Inc. Retirement Income Plan, reported by Heritage Village Master Association, Inc. under EIN 06-0888160 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009114220NAL0010572547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Village Master Association, Inc.
- EIN
- 06-0888160
- Plan number
- 001
- Location
- Southbury, CT
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,096,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,096,133
- Employer contributions
- $0
- Total income / additions
- $1,675,267
- Benefits paid
- $504,529
- Administrative expenses
- $163,361
- Total expenses
- $667,890
- Net increase / (decrease)
- $1,007,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group, Inc. | NONE | $73,065 | not reported in the loaded dataset |
| Usi Advisors, Inc | NONE | $22,832 | not reported in the loaded dataset |
| Fiorita Kornhaas & Company | NONE | $9,600 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $7,060 | $0 |