Community Heritage Financial 401 (K) Plan — Form 5500 plan (Community Heritage Financial, 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, Community Heritage Financial 401 (K) Plan is a benefit plan reported by Community Heritage Financial, Inc. under EIN 83-1950225 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $8,988,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Heritage Financial, Inc.
- EIN
- 83-1950225
- Plan number
- 001
- Plan type
- 2
- Location
- Middletown, MD
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $8,988,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241009121547NAL0010593699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,988,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,988,931
- Net assets (BOY)
- $6,936,437
Income & contributions
- Employer contributions
- $278,418
- Participant contributions
- $773,940
- Total contributions
- $1,513,312
- Total income / additions
- $2,782,933
Expenses & distributions
- Benefits paid
- $671,893
- Administrative expenses
- $58,546
- Total expenses
- $730,439
- Net increase / (decrease)
- $2,052,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | INVESTMENT ADVISOR | $31,051 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $16,875 | $0 | 2023 |
| Tiger'S Eye Benefits Consulting | CONTRACT ADMIN | $9,970 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Heritage Financial, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Middletown, MD
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Tiger'S Eye Benefits Consulting — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation