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 Bancshares Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Heritage Bancshares Group, Inc. under EIN 41-1768838 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $13,432,913 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,432,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,432,913
- Net assets (BOY)
- $12,347,641
Income & contributions
- Participant contributions
- $594,076
- Total contributions
- $1,127,704
- Total income / additions
- $3,690,099
Expenses & distributions
- Benefits paid
- $1,014,388
- Administrative expenses
- $68,262
- Total expenses
- $1,084,283
- Net increase / (decrease)
- $2,605,816