Search public Form 5500 filings

Plans

• planHeritage Bank, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $15.7Mreported assets (EOY)
  Sponsor: Heritage Bank, Inc.EIN: 61-1174806Plan: 001Participants: 262Assets: $15,660,658Net assets: $15.7MAssets / participant: $59.8KLocation: Burlington, KYLatest: 2023
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• planBme Services 401(K) PlanFinancial statementProvider compensation2023 filing
  $6Mreported assets (EOY)
  Sponsor: Bme Services, LLCEIN: 20-0096574Plan: 001Participants: 145Assets: $6,004,052Net assets: $6MAssets / participant: $41.4KLocation: Burlington, KYLatest: 2023
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• planThe Deters Company Inc. Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $1.7Mreported assets (EOY)
  Sponsor: The Deters Company IncEIN: 61-1158359Plan: 001Participants: 1,285Assets: $1,699,137Net assets: $1.7MAssets / participant: $1.3KLocation: Burlington, KYLatest: 2023
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• planSchillings, Inc. Profit Sharing PlanFinancial statement2023 filing
  $356.5Kreported assets (EOY)
  Sponsor: Schillings, Inc.EIN: 13-4279782Plan: 001Participants: 13Assets: $356,479Net assets: $356.5KAssets / participant: $27.4KLocation: Burlington, KYLatest: 2023
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• planCarpathia Management, Inc. Profit Sharing PlanFinancial statement2023 filing
  $292.7Kreported assets (EOY)
  Sponsor: Carpathia Management, Inc.EIN: 27-4967870Plan: 001Participants: 1Assets: $292,744Net assets: $292.7KAssets / participant: $292.7KLocation: Burlington, KYLatest: 2023
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• planBme Services Life And Disabiltiy Plan2023 filing
  Sponsor: Bme Services LLCEIN: 20-0096574Plan: 501Participants: 124Assets: not reported in the loaded datasetLocation: Burlington, KYLatest: 2023
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