2023 Form 5500 filing — Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust
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 20240715123127NAL0002389696001) for Heritage Financial Corporation 401(K) Profit Sharing Plan And Trust, reported by Heritage Financial Corporation under EIN 91-1857900 and plan number 003. It reports 1,080 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715123127NAL0002389696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Financial Corporation
- EIN
- 91-1857900
- Plan number
- 003
- Location
- Tacoma, WA
- Participants
- 1,080
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,709,110
- Total liabilities (EOY)
- $480,788
- Net assets (EOY)
- $101,228,322
- Employer contributions
- $1,938,656
- Participant contributions
- $6,532,006
- Total income / additions
- $22,087,102
- Benefits paid
- $8,667,772
- Administrative expenses
- $177,816
- Total expenses
- $8,879,378
- Net increase / (decrease)
- $13,207,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | NONE | $85,521 | not reported in the loaded dataset |
| Northwest Plan Services | NONE | $73,073 | not reported in the loaded dataset |
| Matrix Trust | NONE | $32,988 | not reported in the loaded dataset |