401k Plan data: HERITAGE MANAGEMENT SERVICES 401K plan

HERITAGE MANAGEMENT SERVICES 401K 401k Plan overview

Plan Name	HERITAGE MANAGEMENT SERVICES 401K
Plan identification number	001

HERITAGE MANAGEMENT SERVICES 401K Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Health (other than dental or vision)

401k Sponsoring company profile

HERITAGE COMMUNITIES has sponsored the creation of one or more 401k plans.

Company Name: HERITAGE COMMUNITIES

Employer identification number (EIN): 202471508

NAIC Classification: 551112
NAIC Description: Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE MANAGEMENT SERVICES 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 FRANK HARRISON 2015-10-09
001 2014-01-01 FARHAN KHAN 2015-10-14
001 2013-01-01 FRANK HARRISON 2014-07-29
001 2012-01-01 NATHAN UNDERWOOD 2013-06-18
001 2011-01-01 NATHAN UNDERWOOD 2012-06-22
001 2010-01-01 NATHAN UNDERWOOD 2011-07-21
001 2009-01-01 ROBERT IRWIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	FRANK HARRISON	2015-10-09
001	2014-01-01	FARHAN KHAN	2015-10-14
001	2013-01-01	FRANK HARRISON	2014-07-29
001	2012-01-01	NATHAN UNDERWOOD	2013-06-18
001	2011-01-01	NATHAN UNDERWOOD	2012-06-22
001	2010-01-01	NATHAN UNDERWOOD	2011-07-21
001	2009-01-01	ROBERT IRWIN

Form 5500 Responses for HERITAGE MANAGEMENT SERVICES 401K

2009: HERITAGE MANAGEMENT SERVICES 401K 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Potentially related plans

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Company Name:	HERITAGE COMMUNITIES
Employer identification number (EIN):	202471508
NAIC Classification:	551112
NAIC Description:	Offices of Other Holding Companies