2023 Form 5500 filing — United Heritage Financial Group 401(K) 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 20240910111959NAL0002944259001) for United Heritage Financial Group 401(K) Plan, reported by United Heritage Financial Group under EIN 82-0464401 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910111959NAL0002944259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Heritage Financial Group
- EIN
- 82-0464401
- Plan number
- 002
- Location
- Meridian, ID
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,042,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,042,539
- Employer contributions
- $876,374
- Participant contributions
- $1,235,442
- Total income / additions
- $8,387,642
- Benefits paid
- $5,671,454
- Administrative expenses
- $105,437
- Total expenses
- $5,776,891
- Net increase / (decrease)
- $2,610,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corporation | BUNDLED RECORDKEEPER | $67,877 | $0 |
| The Ameriflex Group | INVESTMENT ADVISOR | $37,560 | not reported in the loaded dataset |