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HERITAGE MANAGEMENT COMPANY 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameHERITAGE MANAGEMENT COMPANY 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

HERITAGE MANAGEMENT COMPANY 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:HERITAGE MANAGEMENT COMPANY
Employer identification number (EIN):223407771
NAIC Classification:531190
NAIC Description:Lessors of Other Real Estate Property

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE MANAGEMENT COMPANY 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY GREENBERG2024-07-11
0012022-01-01JEFFREY GREENBERG2023-07-07
0012021-01-01JEFFREY GREENBERG2022-07-25
0012020-01-01JEFFREY GREENBERG2021-07-26
0012019-01-01JEFFREY GREENBERG2020-07-01
0012018-01-01JEFFREY GREENBERG2019-06-27
0012017-01-01JEFFRREY GREENBERG2018-05-29
0012016-01-01JEFFREY GREENBERG2017-06-16
0012015-01-01JEFFREY GREENBERG2016-07-13
0012014-01-01JEFFREY GREENBERG2015-07-21
0012013-01-01JEFFREY GREENBERG2014-06-12
0012012-01-01HERITAGE MANAGEMENT COMPANY2013-06-20
0012011-01-01HERITAGE MANAGEMENT COMPANY2012-06-28
0012010-01-01HERITAGE MANAGEMENT COMPANY2011-05-17

Financial Data on HERITAGE MANAGEMENT COMPANY 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : HERITAGE MANAGEMENT COMPANY 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-1013425
Net assets as of the end of the plan year2025-07-10532378
Total assets as of the beginning of the plan year2025-07-10451793
Value of plan covered by a fidelity bond2025-07-1045179
Participant contributions to plan in this plan year2025-07-1037982
Value of participant loans at end of plan year2025-07-102583
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-1056028
Plan net income in this plan year2025-07-1080585
Net assets as of the end of the plan year2025-07-10532378
Net assets as of the beginning of the plan year2025-07-10451793
Employer contributions to plan in this plan year2025-07-100
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10120
2024 : HERITAGE MANAGEMENT COMPANY 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-110
Total liabilities as of the end of the plan year2024-07-110
Total liabilities as of the beginning of the plan year2024-07-110
Total expenses incurred by plan in this plan year2024-07-114297
Net assets as of the end of the plan year2024-07-11451793
Total assets as of the beginning of the plan year2024-07-11349775
Value of plan covered by a fidelity bond2024-07-1140000
Participant contributions to plan in this plan year2024-07-1131835
Value of participant loans at end of plan year2024-07-1181
Other expenses paid from plan in this plan year2024-07-110
Other contributions to plan in this plan year2024-07-110
Other income to plan in this plan year2024-07-1174480
Plan net income in this plan year2024-07-11102018
Net assets as of the end of the plan year2024-07-11451793
Net assets as of the beginning of the plan year2024-07-11349775
Employer contributions to plan in this plan year2024-07-110
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-11195

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