How many benefit plans does Heritage Commerce Corp report on Form 5500?

Heritage Commerce Corp (EIN 77-0469558) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heritage Commerce Corp?

The Employer Identification Number (EIN) reported for Heritage Commerce Corp is 77-0469558.

What is the latest Form 5500 filing year for Heritage Commerce Corp?

The latest loaded Form 5500 filing year for Heritage Commerce Corp is 2023.

Heritage Commerce Corp — 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 Commerce Corp (EIN 77-0469558) is a plan sponsor located in San Jose, CA 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: 77-0469558
Location: San Jose, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $78,703,923
Total reported liabilities (EOY): $4,862
Total reported net assets (EOY): $78,699,061

Contributions & income

Employer contributions: $948,289
Participant contributions: $3,689,151
Total income / additions: $16,668,810

Expenses & distributions

Benefits paid / distributions: $5,091,877
Total expenses: $5,175,384
Net increase / (decrease): $11,493,426

Coverage

Total reported participants: 800
Plans with financial statements: 2
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Heritage Commerce Corp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heritage Commerce Corp 401(K) Savings Plan	003	587	$77,541,665	2023
Heritage Commerce Corp Employee Stock Ownership Plan	004	213	$1,162,258	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Commerce Corp
Year	Plan	Participants	Schedules	Filing
2023	Heritage Commerce Corp 401(K) Savings Plan	587	H, C	20241015174004NAL0058983298001
2023	Heritage Commerce Corp Employee Stock Ownership Plan	213	H	20241015182523NAL0030625249001