2023 Form 5500 filing — First Heritage Credit, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240318133733NAL0005879089001) for First Heritage Credit, LLC 401(K) Profit Sharing Plan, reported by First Heritage Credit, LLC under EIN 64-0928203 and plan number 001. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240318133733NAL0005879089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Heritage Credit, LLC
- EIN
- 64-0928203
- Plan number
- 001
- Location
- Ridgeland, MS
- Participants
- 359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $78,672
- Participant contributions
- $129,261
- Total income / additions
- $503,581
- Benefits paid
- $2,783,821
- Administrative expenses
- $21,794
- Total expenses
- $2,805,615
- Net increase / (decrease)
- -$2,302,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fsa 338 | 3(38) ADVISOR | $9,173 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | KEY SERVICE PROVIDER | $1,650 | $0 |