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 Properties, Inc. Employee Retirement Plan is a benefit plan reported by Heritage Properties, Inc. under EIN 64-0665203 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $4,383,151 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,383,151
- Total liabilities (EOY)
- $21,217
- Net assets (EOY)
- $4,361,934
- Net assets (BOY)
- $3,441,227
Income & contributions
- Employer contributions
- $168,128
- Participant contributions
- $523,436
- Total contributions
- $691,564
- Total income / additions
- $1,277,446
Expenses & distributions
- Benefits paid
- $281,888
- Administrative expenses
- $35,822
- Total expenses
- $356,739
- Net increase / (decrease)
- $920,707