Plan5500

Heritage Aviation, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Aviation, Inc. (EIN 02-0617193) is a plan sponsor located in South Burlington, VT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
02-0617193
Location
South Burlington, VT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Heritage Aviation, Inc.

  • 2 loaded plans hold $11.8M in reported assets.
  • The largest, Heritage Aviation Employee Stock Ownership Plan, holds 52% of this company's reported plan assets.
  • Plans cover 173 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.5MSummed across loaded plans$11,472,197
Total reported assets$11.8M$11,830,506
Total reported participants173
Total reported liabilities$358.3K$358,309

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.5MLiabilities$358.3K
Contributions & income
Employer contributions$440.6K
Participant contributions$212.2K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.4M
Net increase / (decrease)$612.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets52%Heritage Aviation Employee Stock Ownership Plan
Participants per plan87Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Heritage Aviation Employee Stock Ownership Plan$6.2M
    Plan #002 · 70 participants · 2023
  2. 2
    Heritage Aviation, Inc.401(K) Retirement Plan$5.7M
    Plan #001 · 103 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Aviation, Inc.. Open one for its full reported snapshot.

  1. 2023
    Heritage Aviation Employee Stock Ownership Plan70 participants · 2Sch I
    View filing →
  2. 2023
    Heritage Aviation, Inc.401(K) Retirement Plan103 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Heritage Aviation, Inc. report on Form 5500?
Heritage Aviation, Inc. (EIN 02-0617193) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Heritage Aviation, Inc.?
The Employer Identification Number (EIN) reported for Heritage Aviation, Inc. is 02-0617193.
What is the latest Form 5500 filing year for Heritage Aviation, Inc.?
The latest loaded Form 5500 filing year for Heritage Aviation, Inc. is 2023.

Related Form 5500 pages