Plan5500

Heritage Village Master Association, Inc. Retirement Income Plan — Form 5500 plan (Heritage Village Master Association, Inc.)

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 Village Master Association, Inc. Retirement Income Plan is a benefit plan reported by Heritage Village Master Association, Inc. under EIN 06-0888160 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $12,096,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Village Master Association, Inc.
EIN
06-0888160
Plan number
001
Plan type
2
Location
Southbury, CT
Latest filing year
2023
Participants
174
End-of-year plan assets
$12,096,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241009114220NAL0010572547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,096,133
Total liabilities (EOY)
$0
Net assets (EOY)
$12,096,133
Net assets (BOY)
$11,088,756

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$1,675,267

Expenses & distributions

Benefits paid
$504,529
Administrative expenses
$163,361
Total expenses
$667,890
Net increase / (decrease)
$1,007,377

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting Group, Inc.NONE$73,065not reported in the loaded dataset2023
Usi Advisors, IncNONE$22,832not reported in the loaded dataset2023
Fiorita Kornhaas & CompanyNONE$9,600not reported in the loaded dataset2023
Charles Schwab BankNONE$7,060$02023

Related Form 5500 pages