2023 Form 5500 filing — Heritage Family Funeral Services 401(K) 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 20241010100755NAL0035423968001) for Heritage Family Funeral Services 401(K) Plan, reported by Heritage Operating LLC under EIN 82-4968837 and plan number 101. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100755NAL0035423968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Operating LLC
- EIN
- 82-4968837
- Plan number
- 101
- Location
- Blountville, TN
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,775,577
- Total liabilities (EOY)
- $25,745
- Net assets (EOY)
- $7,749,832
- Employer contributions
- $267,785
- Participant contributions
- $566,209
- Total income / additions
- $2,086,225
- Benefits paid
- $825,142
- Administrative expenses
- $24,288
- Total expenses
- $849,430
- Net increase / (decrease)
- $1,236,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Coulter And Justus Pc | SERVICE PROVIDER | $11,500 | not reported in the loaded dataset |
| Qualified Plan Administrators | TPA | $7,050 | not reported in the loaded dataset |
| Morningstar | SERVICE PROVIDER | $744 | $1,161 |
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $744 | $0 |