Heritage Bancshares Group, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Heritage Bancshares Group, 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 Bancshares Group, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Heritage Bancshares Group, Inc. under EIN 41-1768838 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $11,580,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Bancshares Group, Inc.
- EIN
- 41-1768838
- Plan number
- 002
- Plan type
- 2
- Location
- Willmar, MN
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $11,580,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H | 20241007080718NAL0014914209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,580,373
- Total liabilities (EOY)
- $805,000
- Net assets (EOY)
- $10,775,373
- Net assets (BOY)
- $11,162,972
Income & contributions
- Employer contributions
- $337,698
- Total contributions
- $337,698
- Total income / additions
- -$1,236,573
Expenses & distributions
- Benefits paid
- $671,570
- Administrative expenses
- $0
- Total expenses
- $671,570
- Net increase / (decrease)
- -$1,908,143
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.