2023 Form 5500 filing — Heritage 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 20250110155310NAL0014189473001) for Heritage 401(K) Plan, reported by Heritage Companies, LLC under EIN 85-4294289 and plan number 001. It reports 779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110155310NAL0014189473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Companies, LLC
- EIN
- 85-4294289
- Plan number
- 001
- Location
- Downey, CA
- Participants
- 779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,548,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,548,210
- Employer contributions
- $760,644
- Participant contributions
- $1,718,835
- Total income / additions
- $8,658,396
- Benefits paid
- $2,465,764
- Administrative expenses
- $22,473
- Total expenses
- $2,497,288
- Net increase / (decrease)
- $6,161,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Experts LLC | ADVISOR | $15,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,598 | $0 |