Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan — Form 5500 plan (Heritage Benefit Consultants, Inc.)
Plain-English plan 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, Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan is a benefit plan reported by Heritage Benefit Consultants, Inc. under EIN 06-0991349 and plan number 003. The latest loaded filing year is 2023. The filing reports 3 participants and $199,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Benefit Consultants, Inc.
- EIN
- 06-0991349
- Plan number
- 003
- Plan type
- 2
- Location
- Watertown, CT
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $199,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20250911095038NAL0000142563001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $199,331
- Total liabilities (EOY)
- $24,821
- Net assets (EOY)
- $174,510
- Net assets (BOY)
- $138,509
Income & contributions
- Employer contributions
- $30,000
- Participant contributions
- $0
- Total income / additions
- $44,001
Expenses & distributions
- Benefits paid
- $8,000
- Administrative expenses
- $0
- Total expenses
- $8,000
- Net increase / (decrease)
- $36,001
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.