Plan5500

The Heritage Community Of Kalamazoo Savings Plan — Form 5500 plan (The Heritage Community Of Kalamazoo)

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, The Heritage Community Of Kalamazoo Savings Plan is a benefit plan reported by The Heritage Community Of Kalamazoo under EIN 38-2758582 and plan number 001. The latest loaded filing year is 2023. The filing reports 527 participants and $309,123 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$309.1KPlan net assets, end of year$309,123
Participants527Covered participants reported
Assets / participant$587Computed: assets ÷ participants$587 (computed)
Provider compensation$2K1 Schedule C provider row(s)$1,964
Plan sponsor
The Heritage Community Of Kalamazoo
EIN
38-2758582
Plan number
001
Plan type
2
Location
Kalamazoo, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    527 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$309.1K total assets
Net assets$309.1KLiabilities$0
Money in vs. money out
Total income / additions$43.2K
Total expenses$67.5K
Benefits paid / distributions$65.5K
Full reported line items

Net assets

Total assets (EOY)
$309,123
Total liabilities (EOY)
$0
Net assets (EOY)
$309,123
Net assets (BOY)
$333,374

Income & contributions

Total contributions
$0
Total income / additions
$43,221

Expenses & distributions

Benefits paid
$65,508
Administrative expenses
$1,964
Total expenses
$67,472
Net increase / (decrease)
-$24,251
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income152%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Greenleaf Trust$2K
    TRUSTEE · Direct $2K

What to inspect next

Frequently asked questions

Who sponsors the The Heritage Community Of Kalamazoo Savings Plan?
The Heritage Community Of Kalamazoo Savings Plan is reported as sponsored by The Heritage Community Of Kalamazoo (EIN 38-2758582, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Heritage Community Of Kalamazoo Savings Plan?
The latest Form 5500 filing year loaded for The Heritage Community Of Kalamazoo Savings Plan is 2023.
How many participants does The Heritage Community Of Kalamazoo Savings Plan report?
The Heritage Community Of Kalamazoo Savings Plan reports 527 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Heritage Community Of Kalamazoo Savings Plan?
The Heritage Community Of Kalamazoo Savings Plan reports $309,123 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages