How many benefit plans does Community Heritage Financial report on Form 5500?

Community Heritage Financial (EIN 83-1950225) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Community Heritage Financial?

The Employer Identification Number (EIN) reported for Community Heritage Financial is 83-1950225.

What is the latest Form 5500 filing year for Community Heritage Financial?

The latest loaded Form 5500 filing year for Community Heritage Financial is 2023.

Community Heritage Financial — 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, Community Heritage Financial (EIN 83-1950225) is a plan sponsor located in Middletown, MD 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: 83-1950225
Location: Middletown, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $8,988,931
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $8,988,931

Contributions & income

Employer contributions: $278,418
Participant contributions: $773,940
Total income / additions: $2,782,933

Expenses & distributions

Benefits paid / distributions: $671,893
Total expenses: $730,439
Net increase / (decrease): $2,052,494

Coverage

Total reported participants: 382
Plans with financial statements: 1
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

Community Heritage Financial plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Community Heritage Financial 401 (K) Plan	001	190	$8,988,931	2023
Community Heritage Financial Dental And Vision Benefit Plan	502	192	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Community Heritage Financial
Year	Plan	Participants	Schedules	Filing
2023	Community Heritage Financial 401 (K) Plan	190	H, C	20241009121547NAL0010593699001
2023	Community Heritage Financial Dental And Vision Benefit Plan	192	—	20250627134951NAL0009829873001