Plan5500

Heritage Pointe — 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 Pointe (EIN 33-0260314) is a plan sponsor located in Mission Viejo, CA with 1 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
33-0260314
Location
Mission Viejo, CA
Loaded plans
1
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 Pointe

  • 1 loaded plans hold $1.8M in reported assets.
  • The largest, 403(B) Thrift Plan For Employees Of Heritage Pointe, holds 100% of this company's reported plan assets.
  • Plans cover 187 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,778,475
Total reported assets$1.8M$1,778,475
Total reported participants187
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$0
Contributions & income
Employer contributions$28.7K
Participant contributions$134K
Total income / additions$336.4K
Expenses & distributions
Benefits paid / distributions$98.3K
Total expenses$99.4K
Net increase / (decrease)$237K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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 assets100%403(B) Thrift Plan For Employees Of Heritage Pointe
Participants per plan187Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    403(B) Thrift Plan For Employees Of Heritage Pointe$1.8M
    Plan #002 · 187 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 Pointe. Open one for its full reported snapshot.

  1. 2023
    403(B) Thrift Plan For Employees Of Heritage Pointe187 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Heritage Pointe report on Form 5500?
Heritage Pointe (EIN 33-0260314) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Heritage Pointe?
The Employer Identification Number (EIN) reported for Heritage Pointe is 33-0260314.
What is the latest Form 5500 filing year for Heritage Pointe?
The latest loaded Form 5500 filing year for Heritage Pointe is 2023.

Related Form 5500 pages