Plan5500

The Heritage Village 401(K) Profit Sharing Plan — Form 5500 plan (Heritage Ministries Charitable Care Network, 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, The Heritage Village 401(K) Profit Sharing Plan is a benefit plan reported by Heritage Ministries Charitable Care Network, Inc. under EIN 26-1454957 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,931 participants and $15,856,618 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Ministries Charitable Care Network, Inc.
EIN
26-1454957
Plan number
002
Plan type
2
Location
Jamestown, NY
Latest filing year
2023
Participants
1,931
End-of-year plan assets
$15,856,618

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,931H, C20241014153418NAL0013547587005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,856,618
Total liabilities (EOY)
$25,655
Net assets (EOY)
$15,830,963
Net assets (BOY)
$15,183,361

Income & contributions

Employer contributions
$484,749
Participant contributions
$1,457,787
Total contributions
$2,085,796
Total income / additions
$4,232,369

Expenses & distributions

Benefits paid
$2,775,729
Administrative expenses
$33,315
Total expenses
$2,830,850
Net increase / (decrease)
$1,401,519

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Definiti-LLCRECORDKEEPER$44,177not reported in the loaded dataset2023
Courier Capital LLCINVESTMENT ADVISOR$25,941not reported in the loaded dataset2023
Northwest BankCUSTODIAN$15,761not reported in the loaded dataset2023

Related Form 5500 pages