2023 Form 5500 filing — Heritage Properties, Inc. Employee Retirement 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 20241014122109NAL0027253761001) for Heritage Properties, Inc. Employee Retirement Plan, reported by Heritage Properties, Inc. under EIN 64-0665203 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122109NAL0027253761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Properties, Inc.
- EIN
- 64-0665203
- Plan number
- 001
- Location
- Madison, MS
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,383,151
- Total liabilities (EOY)
- $21,217
- Net assets (EOY)
- $4,361,934
- Employer contributions
- $168,128
- Participant contributions
- $523,436
- Total income / additions
- $1,277,446
- Benefits paid
- $281,888
- Administrative expenses
- $35,822
- Total expenses
- $356,739
- Net increase / (decrease)
- $920,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankplus Wealth Managment | NONE | $33,020 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $2,802 | $0 |