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 401(K) Plan is a benefit plan reported by Heritage Companies, LLC under EIN 85-4294289 and plan number 001. The latest loaded filing year is 2023. The filing reports 779 participants and $30,548,210 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,548,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,548,210
- Net assets (BOY)
- $24,387,102
Income & contributions
- Employer contributions
- $760,644
- Participant contributions
- $1,718,835
- Total contributions
- $2,710,469
- Total income / additions
- $8,658,396
Expenses & distributions
- Benefits paid
- $2,465,764
- Administrative expenses
- $22,473
- Total expenses
- $2,497,288
- Net increase / (decrease)
- $6,161,108