?>
Logo

THE HERITAGE VILLAGE PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE HERITAGE VILLAGE PROFIT SHARING PLAN
Plan identification number 002

THE HERITAGE VILLAGE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 MINISTRIES CHARITABLE CARE NETWORK, INC. has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE MINISTRIES CHARITABLE CARE NETWORK, INC.
Employer identification number (EIN):261454957
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about HERITAGE MINISTRIES CHARITABLE CARE NETWORK, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2007-11-21
Company Identification Number: 3596605
Legal Registered Office Address: 4600 ROUTE 60
Chautauqua
GERRY
United States of America (USA)
14740

More information about HERITAGE MINISTRIES CHARITABLE CARE NETWORK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERITAGE VILLAGE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01TRACY NELSON2022-10-17
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LAURA BLAKE
0022016-01-01LAURA BLAKE
0022015-01-01LAURA BLAKE
0022014-01-01LAURA BLAKE
0022013-01-01LAURA BLAKE
0022012-01-01LAURA BLAKE
0022011-01-01LAURA BLAKE
0022009-01-01ROBERT HELLER

Plan Statistics for THE HERITAGE VILLAGE PROFIT SHARING PLAN

401k plan membership statisitcs for THE HERITAGE VILLAGE PROFIT SHARING PLAN

Measure Date Value
2022: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,464
Total number of active participants reported on line 7a of the Form 55002022-01-011,313
Number of retired or separated participants receiving benefits2022-01-0152
Number of other retired or separated participants entitled to future benefits2022-01-01559
Total of all active and inactive participants2022-01-011,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,924
Number of participants with account balances2022-01-011,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01189
2021: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,600
Total number of active participants reported on line 7a of the Form 55002021-01-011,261
Number of retired or separated participants receiving benefits2021-01-0155
Number of other retired or separated participants entitled to future benefits2021-01-011,226
Total of all active and inactive participants2021-01-012,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-012,544
Number of participants with account balances2021-01-012,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01314
2020: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,272
Total number of active participants reported on line 7a of the Form 55002020-01-011,254
Number of retired or separated participants receiving benefits2020-01-01106
Number of other retired or separated participants entitled to future benefits2020-01-011,045
Total of all active and inactive participants2020-01-012,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,407
Number of participants with account balances2020-01-012,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01322
2019: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,985
Total number of active participants reported on line 7a of the Form 55002019-01-011,334
Number of retired or separated participants receiving benefits2019-01-01103
Number of other retired or separated participants entitled to future benefits2019-01-01822
Total of all active and inactive participants2019-01-012,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,260
Number of participants with account balances2019-01-011,974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01247
2018: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,373
Total number of active participants reported on line 7a of the Form 55002018-01-01927
Number of retired or separated participants receiving benefits2018-01-01102
Number of other retired or separated participants entitled to future benefits2018-01-01669
Total of all active and inactive participants2018-01-011,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,699
Number of participants with account balances2018-01-011,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01148
2017: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,322
Total number of active participants reported on line 7a of the Form 55002017-01-01804
Number of retired or separated participants receiving benefits2017-01-0169
Number of other retired or separated participants entitled to future benefits2017-01-01541
Total of all active and inactive participants2017-01-011,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,415
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01124
2016: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,492
Total number of active participants reported on line 7a of the Form 55002016-01-011,113
Number of retired or separated participants receiving benefits2016-01-0176
Number of other retired or separated participants entitled to future benefits2016-01-01445
Total of all active and inactive participants2016-01-011,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,635
Number of participants with account balances2016-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01145
2015: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,282
Total number of active participants reported on line 7a of the Form 55002015-01-011,095
Number of retired or separated participants receiving benefits2015-01-0182
Number of other retired or separated participants entitled to future benefits2015-01-01242
Total of all active and inactive participants2015-01-011,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,420
Number of participants with account balances2015-01-011,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0163
2014: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,284
Total number of active participants reported on line 7a of the Form 55002014-01-011,108
Number of retired or separated participants receiving benefits2014-01-0177
Number of other retired or separated participants entitled to future benefits2014-01-01196
Total of all active and inactive participants2014-01-011,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,382
Number of participants with account balances2014-01-011,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0143
2013: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,155
Total number of active participants reported on line 7a of the Form 55002013-01-01946
Number of retired or separated participants receiving benefits2013-01-0141
Number of other retired or separated participants entitled to future benefits2013-01-01220
Total of all active and inactive participants2013-01-011,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,208
Number of participants with account balances2013-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0155
2012: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,147
Total number of active participants reported on line 7a of the Form 55002012-01-01924
Number of retired or separated participants receiving benefits2012-01-0145
Number of other retired or separated participants entitled to future benefits2012-01-01146
Total of all active and inactive participants2012-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,117
Number of participants with account balances2012-01-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0181
2011: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,100
Total number of active participants reported on line 7a of the Form 55002011-01-01832
Number of retired or separated participants receiving benefits2011-01-0132
Number of other retired or separated participants entitled to future benefits2011-01-01254
Total of all active and inactive participants2011-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,119
Number of participants with account balances2011-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0190
2009: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01935
Total number of active participants reported on line 7a of the Form 55002009-01-01839
Number of retired or separated participants receiving benefits2009-01-0122
Number of other retired or separated participants entitled to future benefits2009-01-01257
Total of all active and inactive participants2009-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,118
Number of participants with account balances2009-01-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0179

Financial Data on THE HERITAGE VILLAGE PROFIT SHARING PLAN

Measure Date Value
2022 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-500,753
Total of all expenses incurred2022-12-31$2,470,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,396,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,972,903
Value of total assets at end of year2022-12-31$15,183,361
Value of total assets at beginning of year2022-12-31$18,154,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,747
Total interest from all sources2022-12-31$19,956
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,896
Administrative expenses professional fees incurred2022-12-31$73,747
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,252,207
Participant contributions at end of year2022-12-31$387,204
Participant contributions at beginning of year2022-12-31$524,306
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$342,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$14,115
Total non interest bearing cash at end of year2022-12-31$130,369
Total non interest bearing cash at beginning of year2022-12-31$12,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,970,884
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,183,361
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,154,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,014,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,015,426
Interest on participant loans2022-12-31$19,956
Value of interest in common/collective trusts at end of year2022-12-31$1,648,952
Value of interest in common/collective trusts at beginning of year2022-12-31$1,588,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,503,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$378,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,396,384
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO LLP
Accountancy firm EIN2022-12-31161131146
2021 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,889,648
Total of all expenses incurred2021-12-31$2,195,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,123,900
Expenses. Certain deemed distributions of participant loans2021-12-31$15,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,612,120
Value of total assets at end of year2021-12-31$18,154,245
Value of total assets at beginning of year2021-12-31$16,460,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,874
Total interest from all sources2021-12-31$23,179
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$278,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$278,784
Administrative expenses professional fees incurred2021-12-31$55,874
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,150,422
Participant contributions at end of year2021-12-31$524,306
Participant contributions at beginning of year2021-12-31$565,330
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$66,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$14,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,718
Total non interest bearing cash at end of year2021-12-31$12,235
Total non interest bearing cash at beginning of year2021-12-31$138,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,694,016
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,154,245
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,460,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,015,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,376,574
Interest on participant loans2021-12-31$23,179
Value of interest in common/collective trusts at end of year2021-12-31$1,588,163
Value of interest in common/collective trusts at beginning of year2021-12-31$1,370,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,975,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$395,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,123,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO LLP
Accountancy firm EIN2021-12-31161131146
2020 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,105,730
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,681,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,650,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,604,913
Value of total assets at end of year2020-12-31$16,460,229
Value of total assets at beginning of year2020-12-31$14,035,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,099
Total interest from all sources2020-12-31$25,765
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$215,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$215,267
Administrative expenses professional fees incurred2020-12-31$31,099
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,171,579
Participant contributions at end of year2020-12-31$565,330
Participant contributions at beginning of year2020-12-31$507,852
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$13,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$138,854
Total non interest bearing cash at beginning of year2020-12-31$14,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,424,530
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,460,229
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,035,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,376,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,206,153
Income. Interest from loans (other than to participants)2020-12-31$25,765
Value of interest in common/collective trusts at end of year2020-12-31$1,370,753
Value of interest in common/collective trusts at beginning of year2020-12-31$1,294,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,259,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$399,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,650,101
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO LLP
Accountancy firm EIN2020-12-31161131146
2019 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$97,965
Total transfer of assets to this plan2019-12-31$97,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,862
Total income from all sources (including contributions)2019-12-31$3,907,842
Total income from all sources (including contributions)2019-12-31$3,907,842
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,997,117
Total of all expenses incurred2019-12-31$1,997,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,974,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,974,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,367,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,367,418
Value of total assets at end of year2019-12-31$14,035,699
Value of total assets at end of year2019-12-31$14,035,699
Value of total assets at beginning of year2019-12-31$12,072,871
Value of total assets at beginning of year2019-12-31$12,072,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,671
Total interest from all sources2019-12-31$26,760
Total interest from all sources2019-12-31$26,760
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$266,518
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$266,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$266,518
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$266,518
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$912,141
Contributions received from participants2019-12-31$912,141
Participant contributions at end of year2019-12-31$507,852
Participant contributions at beginning of year2019-12-31$442,155
Participant contributions at beginning of year2019-12-31$442,155
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,140
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$13,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$13,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$45,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$45,862
Total non interest bearing cash at end of year2019-12-31$14,418
Total non interest bearing cash at end of year2019-12-31$14,418
Total non interest bearing cash at beginning of year2019-12-31$13,657
Total non interest bearing cash at beginning of year2019-12-31$13,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,910,725
Value of net income/loss2019-12-31$1,910,725
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,035,699
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,035,699
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,027,009
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,027,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,671
Investment advisory and management fees2019-12-31$22,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,206,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,206,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,389,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,389,591
Income. Interest from loans (other than to participants)2019-12-31$26,760
Income. Interest from loans (other than to participants)2019-12-31$26,760
Value of interest in common/collective trusts at end of year2019-12-31$1,294,058
Value of interest in common/collective trusts at end of year2019-12-31$1,294,058
Value of interest in common/collective trusts at beginning of year2019-12-31$1,212,799
Value of interest in common/collective trusts at beginning of year2019-12-31$1,212,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,247,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,247,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$393,137
Contributions received in cash from employer2019-12-31$393,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,974,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,974,446
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO LLP
Accountancy firm name2019-12-31BONADIO & CO LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,789,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,631
Total income from all sources (including contributions)2018-12-31$545,346
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,216,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,188,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$999,225
Value of total assets at end of year2018-12-31$12,072,871
Value of total assets at beginning of year2018-12-31$9,916,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,149
Total interest from all sources2018-12-31$22,135
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$168,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$168,348
Administrative expenses professional fees incurred2018-12-31$28,149
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$723,115
Participant contributions at end of year2018-12-31$442,155
Participant contributions at beginning of year2018-12-31$407,784
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,308
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$14,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$45,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,631
Total non interest bearing cash at end of year2018-12-31$13,657
Total non interest bearing cash at beginning of year2018-12-31$11,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-671,234
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,027,009
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,908,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,389,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,252,529
Interest on participant loans2018-12-31$22,135
Value of interest in common/collective trusts at end of year2018-12-31$1,212,799
Value of interest in common/collective trusts at beginning of year2018-12-31$1,232,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-644,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$239,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,188,431
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO LLP
Accountancy firm EIN2018-12-31161131146
2017 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,211
Total income from all sources (including contributions)2017-12-31$2,215,805
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$847,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$813,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$926,633
Value of total assets at end of year2017-12-31$9,916,194
Value of total assets at beginning of year2017-12-31$8,543,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,375
Total interest from all sources2017-12-31$19,458
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$131,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$131,483
Administrative expenses professional fees incurred2017-12-31$34,375
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$632,751
Participant contributions at end of year2017-12-31$407,784
Participant contributions at beginning of year2017-12-31$457,287
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$71,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,211
Total non interest bearing cash at end of year2017-12-31$11,307
Total non interest bearing cash at beginning of year2017-12-31$4,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,367,922
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,908,563
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,540,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,252,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,075,797
Interest on participant loans2017-12-31$19,458
Value of interest in common/collective trusts at end of year2017-12-31$1,232,347
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,138,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$222,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$813,508
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO LLP
Accountancy firm EIN2017-12-31161131146
2016 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,330
Total income from all sources (including contributions)2016-12-31$1,327,847
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$513,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$468,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$857,549
Value of total assets at end of year2016-12-31$8,543,852
Value of total assets at beginning of year2016-12-31$7,736,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,151
Total interest from all sources2016-12-31$18,317
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$109,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$109,144
Administrative expenses professional fees incurred2016-12-31$44,151
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$627,405
Participant contributions at end of year2016-12-31$457,287
Participant contributions at beginning of year2016-12-31$420,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$24,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$10,330
Total non interest bearing cash at end of year2016-12-31$4,479
Total non interest bearing cash at beginning of year2016-12-31$17,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$7,866
Value of net income/loss2016-12-31$814,733
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,540,641
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,725,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,075,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,273,514
Interest on participant loans2016-12-31$18,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$342,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$222,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$468,963
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO LLP
Accountancy firm EIN2016-12-31161131146
2015 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,880
Total income from all sources (including contributions)2015-12-31$791,213
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$257,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$220,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$831,118
Value of total assets at end of year2015-12-31$7,736,238
Value of total assets at beginning of year2015-12-31$7,199,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,250
Total interest from all sources2015-12-31$17,053
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$112,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$112,237
Administrative expenses professional fees incurred2015-12-31$37,250
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$584,821
Participant contributions at end of year2015-12-31$420,523
Participant contributions at beginning of year2015-12-31$413,598
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$24,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$8,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,880
Total non interest bearing cash at end of year2015-12-31$17,570
Total non interest bearing cash at beginning of year2015-12-31$54,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$533,840
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,725,908
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,192,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,273,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,722,430
Interest on participant loans2015-12-31$17,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-169,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$216,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$220,123
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO LLP
Accountancy firm EIN2015-12-31161131146
2014 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,479
Total income from all sources (including contributions)2014-12-31$1,602,771
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$829,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$796,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,187,756
Value of total assets at end of year2014-12-31$7,199,948
Value of total assets at beginning of year2014-12-31$6,423,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,627
Total interest from all sources2014-12-31$16,766
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$115,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$115,175
Administrative expenses professional fees incurred2014-12-31$33,627
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$518,109
Participant contributions at end of year2014-12-31$413,598
Participant contributions at beginning of year2014-12-31$371,868
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$469,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$8,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,479
Total non interest bearing cash at end of year2014-12-31$54,961
Total non interest bearing cash at beginning of year2014-12-31$181,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$772,947
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,192,068
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,419,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,722,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,862,000
Interest on participant loans2014-12-31$16,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$283,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$199,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$796,197
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO LLP
Accountancy firm EIN2014-12-31161131146
2013 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,162
Total income from all sources (including contributions)2013-12-31$1,530,824
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$619,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$589,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$732,415
Value of total assets at end of year2013-12-31$6,423,600
Value of total assets at beginning of year2013-12-31$5,514,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,605
Total interest from all sources2013-12-31$11,714
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$110,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$110,999
Administrative expenses professional fees incurred2013-12-31$29,605
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$541,922
Participant contributions at end of year2013-12-31$371,868
Participant contributions at beginning of year2013-12-31$236,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,162
Total non interest bearing cash at end of year2013-12-31$181,671
Total non interest bearing cash at beginning of year2013-12-31$165,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$911,469
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,419,121
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,507,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,862,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,109,752
Interest on participant loans2013-12-31$11,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$675,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$190,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$589,750
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO LLP
Accountancy firm EIN2013-12-31161131146
2012 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,906
Total income from all sources (including contributions)2012-12-31$1,358,835
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$809,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$786,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$731,761
Value of total assets at end of year2012-12-31$5,514,814
Value of total assets at beginning of year2012-12-31$4,992,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,685
Total interest from all sources2012-12-31$8,458
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$146,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$146,816
Administrative expenses professional fees incurred2012-12-31$23,685
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$380,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$538,314
Participant contributions at end of year2012-12-31$236,182
Participant contributions at beginning of year2012-12-31$183,115
Participant contributions at beginning of year2012-12-31$20,915
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$33,906
Total non interest bearing cash at end of year2012-12-31$165,814
Total non interest bearing cash at beginning of year2012-12-31$297,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$549,122
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,507,652
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,958,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,109,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,479,010
Interest on participant loans2012-12-31$8,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$471,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$193,447
Employer contributions (assets) at beginning of year2012-12-31$7,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$786,028
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO LLP
Accountancy firm EIN2012-12-31161131146
2011 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$34,470
Total income from all sources (including contributions)2011-12-31$559,382
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$227,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$177,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$753,000
Value of total assets at end of year2011-12-31$4,992,436
Value of total assets at beginning of year2011-12-31$4,660,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,604
Total interest from all sources2011-12-31$6,754
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$120,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$120,744
Administrative expenses professional fees incurred2011-12-31$49,604
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$380,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$552,742
Participant contributions at end of year2011-12-31$183,115
Participant contributions at beginning of year2011-12-31$132,280
Participant contributions at end of year2011-12-31$20,915
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$33,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$34,470
Total non interest bearing cash at end of year2011-12-31$297,344
Total non interest bearing cash at beginning of year2011-12-31$127,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$332,120
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,958,530
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,626,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,479,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,316,997
Interest on participant loans2011-12-31$6,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-321,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$200,258
Employer contributions (assets) at end of year2011-12-31$7,606
Employer contributions (assets) at beginning of year2011-12-31$78,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$177,658
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO LLP
Accountancy firm EIN2011-12-31161131146
2010 : THE HERITAGE VILLAGE PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$44,036
Total income from all sources (including contributions)2010-12-31$1,306,922
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$293,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$247,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$823,859
Value of total assets at end of year2010-12-31$4,660,880
Value of total assets at beginning of year2010-12-31$3,656,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,835
Total interest from all sources2010-12-31$4,199
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$164,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$164,658
Administrative expenses professional fees incurred2010-12-31$45,835
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$380,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$536,694
Participant contributions at end of year2010-12-31$132,280
Participant contributions at beginning of year2010-12-31$64,251
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$45,321
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$34,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$44,036
Total non interest bearing cash at end of year2010-12-31$127,059
Total non interest bearing cash at beginning of year2010-12-31$335,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,013,527
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,626,410
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,612,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,316,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,985,605
Interest on participant loans2010-12-31$3,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$314,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$287,165
Employer contributions (assets) at end of year2010-12-31$78,871
Employer contributions (assets) at beginning of year2010-12-31$223,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$247,560
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO, LLP
Accountancy firm EIN2010-12-31161131146

Form 5500 Responses for THE HERITAGE VILLAGE PROFIT SHARING PLAN

2022: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE HERITAGE VILLAGE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3