2023 Form 5500 filing — Heritage Village Master Association 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 20241007140936NAL0032002898001) for Heritage Village Master Association 401(K) Profit Sharing Plan And Trust, reported by Heritage Village Master Association under EIN 06-0888160 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140936NAL0032002898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Village Master Association
- EIN
- 06-0888160
- Plan number
- 002
- Location
- Southbury, CT
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,616,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,616,802
- Employer contributions
- $291,794
- Participant contributions
- $277,805
- Total income / additions
- $1,872,138
- Benefits paid
- $600,034
- Administrative expenses
- $59,223
- Total expenses
- $659,257
- Net increase / (decrease)
- $1,212,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hooker & Holcombe Ret Services | NONE | $39,379 | not reported in the loaded dataset |
| Hooker & Holcombe Inv Services | NONE | $10,244 | not reported in the loaded dataset |
| Fiorita Kornhaas & Company Pc | NONE | $9,600 | not reported in the loaded dataset |