Heritage Southeast Bank 401(K) Profit Sharing Plan — Form 5500 plan (Heritage Southeast Bank)

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 Southeast Bank 401(K) Profit Sharing Plan is a benefit plan reported by Heritage Southeast Bank under EIN 58-0659995 and plan number 005. The latest loaded filing year is 2023. The filing reports 268 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Southeast Bank
EIN
58-0659995
Plan number
005
Plan type
2
Location
Hinesville, GA
Latest filing year
2023
Participants
268
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20240716134415NAL0001618531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$17,627,235

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$812,970

Expenses & distributions

Benefits paid
$18,293,646
Administrative expenses
$146,559
Total expenses
$18,440,205
Net increase / (decrease)
-$17,627,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNONE$64,702$02023
Pension Financial Services, Inc.NONE$32,692$02023

Related Form 5500 pages