Heritage Building Group, Inc. 401k Plan — Form 5500 plan (Heritage Building Group, 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 Building Group, Inc. 401k Plan is a benefit plan reported by Heritage Building Group, Inc. under EIN 23-2651312 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $5,070,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Building Group, Inc.
- EIN
- 23-2651312
- Plan number
- 001
- Plan type
- 2
- Location
- Warrington, PA
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $5,070,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20240523104320NAL0005082305001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,070,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,070,859
- Net assets (BOY)
- $4,139,449
Income & contributions
- Employer contributions
- $35,453
- Participant contributions
- $120,298
- Total income / additions
- $1,024,239
Expenses & distributions
- Benefits paid
- $68,729
- Administrative expenses
- $3,365
- Total expenses
- $92,829
- Net increase / (decrease)
- $931,410
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.