2023 Form 5500 filing — The Heritage Village 401(K) Profit Sharing 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 20241014153418NAL0013547587005) for The Heritage Village 401(K) Profit Sharing Plan, reported by Heritage Ministries Charitable Care Network, Inc. under EIN 26-1454957 and plan number 002. It reports 1,931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153418NAL0013547587005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Ministries Charitable Care Network, Inc.
- EIN
- 26-1454957
- Plan number
- 002
- Location
- Jamestown, NY
- Participants
- 1,931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,856,618
- Total liabilities (EOY)
- $25,655
- Net assets (EOY)
- $15,830,963
- Employer contributions
- $484,749
- Participant contributions
- $1,457,787
- Total income / additions
- $4,232,369
- Benefits paid
- $2,775,729
- Administrative expenses
- $33,315
- Total expenses
- $2,830,850
- Net increase / (decrease)
- $1,401,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti-LLC | RECORDKEEPER | $44,177 | not reported in the loaded dataset |
| Courier Capital LLC | INVESTMENT ADVISOR | $25,941 | not reported in the loaded dataset |
| Northwest Bank | CUSTODIAN | $15,761 | not reported in the loaded dataset |