2023 Form 5500 filing — Heritage Financial Credit Union Capital Accumulation 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 20241011160246NAL0037597856001) for Heritage Financial Credit Union Capital Accumulation Plan, reported by Heritage Financial Credit Union under EIN 14-1348251 and plan number 011. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160246NAL0037597856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Financial Credit Union
- EIN
- 14-1348251
- Plan number
- 011
- Location
- Middletown, NY
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,270,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,270,086
- Employer contributions
- $321,771
- Participant contributions
- $536,481
- Total income / additions
- $1,936,586
- Benefits paid
- $1,284,386
- Administrative expenses
- $46,272
- Total expenses
- $1,330,658
- Net increase / (decrease)
- $605,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Comapny | CONTRACT ADMINISTRATOR | $46,298 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $18,000 |
| Pasi LLC | CONTRACT ADMINISTRATOR | $0 | $5,709 |