Heritage Family Funeral Services 401(K) Plan — Form 5500 plan (Heritage Operating LLC)
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 Family Funeral Services 401(K) Plan is a benefit plan reported by Heritage Operating LLC under EIN 82-4968837 and plan number 101. The latest loaded filing year is 2023. The filing reports 355 participants and $7,775,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Operating LLC
- EIN
- 82-4968837
- Plan number
- 101
- Plan type
- 2
- Location
- Blountville, TN
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $7,775,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241010100755NAL0035423968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,775,577
- Total liabilities (EOY)
- $25,745
- Net assets (EOY)
- $7,749,832
- Net assets (BOY)
- $6,513,037
Income & contributions
- Employer contributions
- $267,785
- Participant contributions
- $566,209
- Total contributions
- $985,004
- Total income / additions
- $2,086,225
Expenses & distributions
- Benefits paid
- $825,142
- Administrative expenses
- $24,288
- Total expenses
- $849,430
- Net increase / (decrease)
- $1,236,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coulter And Justus Pc | SERVICE PROVIDER | $11,500 | not reported in the loaded dataset | 2023 |
| Qualified Plan Administrators | TPA | $7,050 | not reported in the loaded dataset | 2023 |
| Morningstar | SERVICE PROVIDER | $744 | $1,161 | 2023 |
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $744 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heritage Operating LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Blountville, TN
- Coulter And Justus Pc — Schedule C compensation
- Qualified Plan Administrators — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Ins & Annuity Co. — Schedule C compensation