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HERITAGE MANAGEMENT COMPANY, INC. 401(K) PLAN 401k Plan overview

Plan NameHERITAGE MANAGEMENT COMPANY, INC. 401(K) PLAN
Plan identification number 001

HERITAGE MANAGEMENT COMPANY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HERITAGE MANAGEMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE MANAGEMENT COMPANY, INC.
Employer identification number (EIN):043246449
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about HERITAGE MANAGEMENT COMPANY, INC.

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 1995-11-22
Company Identification Number: 175-833
Legal Registered Office Address: 550 GREENSBORO AVE STE 507 TUSCALOOSA,


United States of America (USA)
35401

More information about HERITAGE MANAGEMENT COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE MANAGEMENT COMPANY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01RAE BLUMENTHAL2023-01-26
0012020-07-01RAE BLUMENTHAL2021-12-20
0012018-07-01RAE BLUMENTHAL2020-05-01
0012017-07-01RAE BLUMENTHAL2018-10-18
0012016-07-01RAE BLUMENTHAL2017-08-08
0012015-07-01RAE BLUMENTHAL2017-01-12
0012014-07-01RAE BLUMENTHAL2016-04-01

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