Heritage Christian Services, Inc. Retirement Plan — Form 5500 plan (Heritage Christian Services, 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 Christian Services, Inc. Retirement Plan is a benefit plan reported by Heritage Christian Services, Inc. under EIN 22-2334190 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,994 participants and $32,700,650 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Christian Services, Inc.
EIN
22-2334190
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
2,994
End-of-year plan assets
$32,700,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,994H, C20241014151109NAL0054127618001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,700,650
Total liabilities (EOY)
$0
Net assets (EOY)
$32,700,650
Net assets (BOY)
$28,441,876

Income & contributions

Employer contributions
$2,548,743
Total contributions
$2,548,743
Total income / additions
$6,755,482

Expenses & distributions

Benefits paid
$2,315,335
Administrative expenses
$181,373
Total expenses
$2,496,708
Net increase / (decrease)
$4,258,774

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$142,405not reported in the loaded dataset2023
Newport Group, Inc.NONE$38,968not reported in the loaded dataset2023

Related Form 5500 pages