2023 Form 5500 filing — Heritage Family Funeral Services

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 20250328164122NAL0002268864001) for Heritage Family Funeral Services, reported by Heritage Operating, LLC under EIN 82-4968837 and plan number 501. It reports 329 participants. Attached schedule details are not reported in the loaded dataset.

EFAST2 acknowledgement
20250328164122NAL0002268864001
Filing year
2023
Form type
2
Plan sponsor
Heritage Operating, LLC
EIN
82-4968837
Plan number
501
Location
Blountville, TN
Participants
329
Schedules available
Not reported in the loaded dataset
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Related Form 5500 pages