2023 Form 5500 filing — Heritage Christian Services, 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 20241014151109NAL0054127618001) for Heritage Christian Services, Inc. Retirement Plan, reported by Heritage Christian Services, Inc. under EIN 22-2334190 and plan number 001. It reports 2,994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151109NAL0054127618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Christian Services, Inc.
- EIN
- 22-2334190
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 2,994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,700,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,700,650
- Employer contributions
- $2,548,743
- Total income / additions
- $6,755,482
- Benefits paid
- $2,315,335
- Administrative expenses
- $181,373
- Total expenses
- $2,496,708
- Net increase / (decrease)
- $4,258,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $142,405 | not reported in the loaded dataset |
| Newport Group, Inc. | NONE | $38,968 | not reported in the loaded dataset |