Plan5500

Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Heritage Financial Corporation)

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 Financial Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Heritage Financial Corporation under EIN 91-1857900 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,080 participants and $101,709,110 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Financial Corporation
EIN
91-1857900
Plan number
003
Plan type
2
Location
Tacoma, WA
Latest filing year
2023
Participants
1,080
End-of-year plan assets
$101,709,110

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,080H, C20240715123127NAL0002389696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,709,110
Total liabilities (EOY)
$480,788
Net assets (EOY)
$101,228,322
Net assets (BOY)
$88,020,598

Income & contributions

Employer contributions
$1,938,656
Participant contributions
$6,532,006
Total contributions
$9,569,446
Total income / additions
$22,087,102

Expenses & distributions

Benefits paid
$8,667,772
Administrative expenses
$177,816
Total expenses
$8,879,378
Net increase / (decrease)
$13,207,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementNONE$85,521not reported in the loaded dataset2023
Northwest Plan ServicesNONE$73,073not reported in the loaded dataset2023
Matrix TrustNONE$32,988not reported in the loaded dataset2023

Related Form 5500 pages