Heritage Enterprises 401(K) Profit Sharing Plan — Form 5500 plan (Heritage Enterprises)
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 Enterprises 401(K) Profit Sharing Plan is a benefit plan reported by Heritage Enterprises under EIN 83-3918297 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $782,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Enterprises
- EIN
- 83-3918297
- Plan number
- 001
- Plan type
- 2
- Location
- Merrimack, NH
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $782,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240730125457NAL0031727648002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $782,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $782,269
- Net assets (BOY)
- $713,997
Income & contributions
- Employer contributions
- $3,166
- Participant contributions
- $7,915
- Total income / additions
- $70,356
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,084
- Total expenses
- $2,084
- Net increase / (decrease)
- $68,272
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.