Heritage Family Federal Credit Union 401(K) Plan — Form 5500 plan (Heritage Family Federal Credit Union)
Plain-English plan 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, Heritage Family Federal Credit Union 401(K) Plan is a benefit plan reported by Heritage Family Federal Credit Union under EIN 03-0214269 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $15,160,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Family Federal Credit Union
- EIN
- 03-0214269
- Plan number
- 001
- Plan type
- 2
- Location
- Rutland, VT
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $15,160,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20240730110523NAL0031559040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,160,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,160,014
- Net assets (BOY)
- $12,940,053
Income & contributions
- Employer contributions
- $265,290
- Participant contributions
- $849,557
- Total contributions
- $1,233,146
- Total income / additions
- $2,999,337
Expenses & distributions
- Benefits paid
- $762,247
- Administrative expenses
- $7,792
- Total expenses
- $779,376
- Net increase / (decrease)
- $2,219,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $53,948 | not reported in the loaded dataset | 2023 |