2023 Form 5500 filing — Heritage Community Bank Employee Stock Ownership 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 20241009085115NAL0018052833001) for Heritage Community Bank Employee Stock Ownership Plan, reported by Heritage Community Bank under EIN 82-0587218 and plan number 002. It reports 73 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241009085115NAL0018052833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Community Bank
- EIN
- 82-0587218
- Plan number
- 002
- Location
- Greeneville, TN
- Participants
- 73
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $642,702
- Net assets (EOY)
- $642,702
- Employer contributions
- $158,221
- Total income / additions
- $128,040
- Benefits paid
- $67,479
- Total expenses
- $67,479
- Net increase / (decrease)
- $60,561
- Schedule source
- Schedule I