United Heritage Financial Group 401(K) Plan — Form 5500 plan (United Heritage Financial Group)
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, United Heritage Financial Group 401(K) Plan is a benefit plan reported by United Heritage Financial Group under EIN 82-0464401 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $37,042,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Heritage Financial Group
- EIN
- 82-0464401
- Plan number
- 002
- Plan type
- 2
- Location
- Meridian, ID
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $37,042,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20240910111959NAL0002944259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,042,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,042,539
- Net assets (BOY)
- $34,431,788
Income & contributions
- Employer contributions
- $876,374
- Participant contributions
- $1,235,442
- Total contributions
- $2,351,052
- Total income / additions
- $8,387,642
Expenses & distributions
- Benefits paid
- $5,671,454
- Administrative expenses
- $105,437
- Total expenses
- $5,776,891
- Net increase / (decrease)
- $2,610,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corporation | BUNDLED RECORDKEEPER | $67,877 | $0 | 2023 |
| The Ameriflex Group | INVESTMENT ADVISOR | $37,560 | not reported in the loaded dataset | 2023 |