2023 Form 5500 filing — Heritage Financial Group, Inc. 401(K) 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 20240805143249NAL0001392881001) for Heritage Financial Group, Inc. 401(K) Plan And Trust, reported by Heritage Financial Group, Inc. under EIN 35-1517239 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805143249NAL0001392881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Financial Group, Inc.
- EIN
- 35-1517239
- Plan number
- 001
- Location
- Elkhart, IN
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,044,964
- Total liabilities (EOY)
- $47,989
- Net assets (EOY)
- $17,996,975
- Employer contributions
- $243,040
- Participant contributions
- $457,676
- Total income / additions
- $3,487,813
- Benefits paid
- $737,908
- Administrative expenses
- $66,712
- Total expenses
- $852,609
- Net increase / (decrease)
- $2,635,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lake City Bank | SERVICE PROVIDER | $0 | $39,221 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |