2023 Form 5500 filing — Heritage Benefit Consultants, Inc. 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 20250911095038NAL0000142563001) for Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan, reported by Heritage Benefit Consultants, Inc. under EIN 06-0991349 and plan number 003. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250911095038NAL0000142563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Benefit Consultants, Inc.
- EIN
- 06-0991349
- Plan number
- 003
- Location
- Watertown, CT
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,331
- Total liabilities (EOY)
- $24,821
- Net assets (EOY)
- $174,510
- Employer contributions
- $30,000
- Participant contributions
- $0
- Total income / additions
- $44,001
- Benefits paid
- $8,000
- Administrative expenses
- $0
- Total expenses
- $8,000
- Net increase / (decrease)
- $36,001
- Schedule source
- Schedule I