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 Financial Group, Inc. 401(K) Plan And Trust is a benefit plan reported by Heritage Financial Group, Inc. under EIN 35-1517239 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $18,044,964 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,044,964
- Total liabilities (EOY)
- $47,989
- Net assets (EOY)
- $17,996,975
- Net assets (BOY)
- $15,361,771
Income & contributions
- Employer contributions
- $243,040
- Participant contributions
- $457,676
- Total contributions
- $700,716
- Total income / additions
- $3,487,813
Expenses & distributions
- Benefits paid
- $737,908
- Administrative expenses
- $66,712
- Total expenses
- $852,609
- Net increase / (decrease)
- $2,635,204