Heritage Community Bank Employee Stock Ownership Plan — Form 5500 plan (Heritage Community Bank)
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 Community Bank Employee Stock Ownership Plan is a benefit plan reported by Heritage Community Bank under EIN 82-0587218 and plan number 002. The latest loaded filing year is 2023. The filing reports 73 participants and $642,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Community Bank
- EIN
- 82-0587218
- Plan number
- 002
- Plan type
- 2
- Location
- Greeneville, TN
- Latest filing year
- 2023
- Participants
- 73
- End-of-year plan assets
- $642,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 73 | I | 20241009085115NAL0018052833001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $642,702
- Net assets (EOY)
- $642,702
- Net assets (BOY)
- $582,141
Income & contributions
- Employer contributions
- $158,221
- Total income / additions
- $128,040
Expenses & distributions
- Benefits paid
- $67,479
- Total expenses
- $67,479
- Net increase / (decrease)
- $60,561
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.