Heritage Holdings Of Lancaster County, Inc. Retirement Plan — Form 5500 plan (Heritage Holdings Of Lancaster County, 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 Holdings Of Lancaster County, Inc. Retirement Plan is a benefit plan reported by Heritage Holdings Of Lancaster County, Inc. under EIN 83-0933673 and plan number 001. The latest loaded filing year is 2023. The filing reports 732 participants and $26,318,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage Holdings Of Lancaster County, Inc.
- EIN
- 83-0933673
- Plan number
- 001
- Plan type
- 2
- Location
- Palmyra, PA
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $26,318,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H | 20240925131638NAL0025471552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,318,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,318,824
- Net assets (BOY)
- $24,521,446
Income & contributions
- Employer contributions
- $688,071
- Participant contributions
- $1,983,403
- Total contributions
- $3,161,670
- Total income / additions
- $7,506,713
Expenses & distributions
- Benefits paid
- $5,685,074
- Administrative expenses
- $1,220
- Total expenses
- $5,709,335
- Net increase / (decrease)
- $1,797,378
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.