2023 Form 5500 filing — Community Heritage Financial 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 20241009121547NAL0010593699001) for Community Heritage Financial 401 (K) Plan, reported by Community Heritage Financial, Inc. under EIN 83-1950225 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009121547NAL0010593699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Heritage Financial, Inc.
- EIN
- 83-1950225
- Plan number
- 001
- Location
- Middletown, MD
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,988,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,988,931
- Employer contributions
- $278,418
- Participant contributions
- $773,940
- Total income / additions
- $2,782,933
- Benefits paid
- $671,893
- Administrative expenses
- $58,546
- Total expenses
- $730,439
- Net increase / (decrease)
- $2,052,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $31,051 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $16,875 | $0 |
| Tiger'S Eye Benefits Consulting | CONTRACT ADMIN | $9,970 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $650 | not reported in the loaded dataset |