Heritage Village Master Association 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Heritage Village Master Association)
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 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Heritage Village Master Association under EIN 06-0888160 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $6,616,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Village Master Association
- EIN
- 06-0888160
- Plan number
- 002
- Plan type
- 2
- Location
- Southbury, CT
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $6,616,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241007140936NAL0032002898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,616,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,616,802
- Net assets (BOY)
- $5,403,921
Income & contributions
- Employer contributions
- $291,794
- Participant contributions
- $277,805
- Total contributions
- $908,090
- Total income / additions
- $1,872,138
Expenses & distributions
- Benefits paid
- $600,034
- Administrative expenses
- $59,223
- Total expenses
- $659,257
- Net increase / (decrease)
- $1,212,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hooker & Holcombe Ret Services | NONE | $39,379 | not reported in the loaded dataset | 2023 |
| Hooker & Holcombe Inv Services | NONE | $10,244 | not reported in the loaded dataset | 2023 |
| Fiorita Kornhaas & Company Pc | NONE | $9,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heritage Village Master Association
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Southbury, CT
- Hooker & Holcombe Ret Services — Schedule C compensation
- Hooker & Holcombe Inv Services — Schedule C compensation
- Fiorita Kornhaas & Company Pc — Schedule C compensation