2023 Form 5500 filing — Heritage Group Profit Sharing 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 20241010133808NAL0010034243001) for Heritage Group Profit Sharing Plan, reported by Heritage Encon Group, Inc. under EIN 56-1804481 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.2MReported net assets$7,226,667
Participants339
Provider compensation$15.6K2 Schedule C row(s)$15,632
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010133808NAL0010034243001
- Plan sponsor
- Heritage Encon Group, Inc.
- EIN
- 56-1804481
- Plan number
- 001
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,226,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,226,667
- Employer contributions
- $739,757
- Participant contributions
- $195,635
- Total income / additions
- $2,186,676
- Benefits paid
- $4,134,161
- Administrative expenses
- $2,015
- Total expenses
- $4,136,176
- Net increase / (decrease)
- -$1,949,500
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2