Plan5500

First Heritage Credit, LLC 401(K) Profit Sharing Plan — Form 5500 plan (First Heritage Credit, LLC)

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, First Heritage Credit, LLC 401(K) Profit Sharing Plan is a benefit plan reported by First Heritage Credit, LLC under EIN 64-0928203 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Heritage Credit, LLC
EIN
64-0928203
Plan number
001
Plan type
2
Location
Ridgeland, MS
Latest filing year
2023
Participants
359
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023359H, C20240318133733NAL0005879089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,123,355

Income & contributions

Employer contributions
$78,672
Participant contributions
$129,261
Total contributions
$207,933
Total income / additions
$503,581

Expenses & distributions

Benefits paid
$2,783,821
Administrative expenses
$21,794
Total expenses
$2,805,615
Net increase / (decrease)
-$2,302,034

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Fsa 3383(38) ADVISOR$9,173not reported in the loaded dataset2023
John Hancock Life Insurance CompanyKEY SERVICE PROVIDER$1,650$02023

Related Form 5500 pages