2023 Form 5500 filing — Heritage Holdings Of Lancaster County, Inc. Retirement 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 20240925131638NAL0025471552001) for Heritage Holdings Of Lancaster County, Inc. Retirement Plan, reported by Heritage Holdings Of Lancaster County, Inc. under EIN 83-0933673 and plan number 001. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240925131638NAL0025471552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Holdings Of Lancaster County, Inc.
- EIN
- 83-0933673
- Plan number
- 001
- Location
- Palmyra, PA
- Participants
- 732
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,318,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,318,824
- Employer contributions
- $688,071
- Participant contributions
- $1,983,403
- Total income / additions
- $7,506,713
- Benefits paid
- $5,685,074
- Administrative expenses
- $1,220
- Total expenses
- $5,709,335
- Net increase / (decrease)
- $1,797,378
- Schedule source
- Schedule H