2023 Form 5500 filing — Heritage Commerce Corp Employee Stock Ownership 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 20241015182523NAL0030625249001) for Heritage Commerce Corp Employee Stock Ownership Plan, reported by Heritage Commerce Corp under EIN 77-0469558 and plan number 004. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.2MReported net assets$1,157,396
Participants213
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015182523NAL0030625249001
- Plan sponsor
- Heritage Commerce Corp
- EIN
- 77-0469558
- Plan number
- 004
- Location
- San Jose, CA
- 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)$1.2M total assets
Net assets$1.2MLiabilities$4.9K
Full reported line items
- Total assets (EOY)
- $1,162,258
- Total liabilities (EOY)
- $4,862
- Net assets (EOY)
- $1,157,396
- Total income / additions
- -$227,106
- Benefits paid
- $58,760
- Administrative expenses
- $125
- Total expenses
- $58,885
- Net increase / (decrease)
- -$285,991