Heritage Hall 403(B) Dc And Tda Plan — Form 5500 plan (Heritage Hall)
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 Hall 403(B) Dc And Tda Plan is a benefit plan reported by Heritage Hall under EIN 73-0783395 and plan number 001. The latest loaded filing year is 2023. The filing reports 429 participants and $26,999,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Hall
- EIN
- 73-0783395
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 429
- End-of-year plan assets
- $26,999,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 429 | H, C | 20241011115230NAL0010884419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,999,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,999,609
- Net assets (BOY)
- $24,640,881
Income & contributions
- Employer contributions
- $770,611
- Participant contributions
- $681,721
- Total contributions
- $1,461,613
- Total income / additions
- $4,555,796
Expenses & distributions
- Benefits paid
- $2,117,354
- Administrative expenses
- $79,714
- Total expenses
- $2,197,068
- Net increase / (decrease)
- $2,358,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | ADVISOR | $37,440 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $21,900 | $0 | 2023 |
| Pentegra Services, Inc. | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Coulter & Justus | NONE | $5,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heritage Hall
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Two West Capital Advisors — Schedule C compensation
- Tiaa — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Coulter & Justus — Schedule C compensation