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HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameHERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST
Plan identification number 001

HERITAGE MANAGEMENT SERVICES L 401K 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:HERITAGE MANAGEMENT SERVICES L
Employer identification number (EIN):263827597
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURA CULLEN2024-06-05
0012022-01-01LAURA CULLEN2023-05-22
0012021-01-01LAURA CULLEN2022-04-19
0012019-01-01LAURA CULLEN2020-04-16
0012018-01-01LAURA CULLEN2019-04-22
0012017-01-01LAURA CULLEN2018-07-06
0012017-01-01LAURA CULLEN2018-09-27

Plan Statistics for HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-3015
Total number of particpants at end of year2025-06-3017
Number of Participants With Account Balances2025-06-309
2024: HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-0519
Total number of particpants at end of year2024-06-0519
Number of Participants With Account Balances2024-06-0511
2022: HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-04-1929
Total number of particpants at end of year2022-04-1917
Number of Participants With Account Balances2022-04-1910

Financial Data on HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-3061776
Net assets as of the end of the plan year2025-06-30188979
Total assets as of the beginning of the plan year2025-06-30201173
Value of plan covered by a fidelity bond2025-06-3021000
Participant contributions to plan in this plan year2025-06-3020786
Other income to plan in this plan year2025-06-3028796
Plan net income in this plan year2025-06-30-12194
Net assets as of the end of the plan year2025-06-30188979
Net assets as of the beginning of the plan year2025-06-30201173
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-302177
2024 : HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-050
Total liabilities as of the end of the plan year2024-06-050
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-0523434
Net assets as of the end of the plan year2024-06-05201173
Total assets as of the beginning of the plan year2024-06-05162549
Value of plan covered by a fidelity bond2024-06-0520000
Participant contributions to plan in this plan year2024-06-0527659
Value of participant loans at end of plan year2024-06-0528136
Other expenses paid from plan in this plan year2024-06-050
Other contributions to plan in this plan year2024-06-050
Other income to plan in this plan year2024-06-0534399
Plan net income in this plan year2024-06-0538624
Net assets as of the end of the plan year2024-06-05201173
Net assets as of the beginning of the plan year2024-06-05162549
Employer contributions to plan in this plan year2024-06-050
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-053460
2022 : HERITAGE MANAGEMENT SERVICES L 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-190
Total liabilities as of the end of the plan year2022-04-190
Total liabilities as of the beginning of the plan year2022-04-190
Total expenses incurred by plan in this plan year2022-04-1912859
Net assets as of the end of the plan year2022-04-19171999
Total assets as of the beginning of the plan year2022-04-19122437
Value of plan covered by a fidelity bond2022-04-1920000
Participant contributions to plan in this plan year2022-04-1939256
Other expenses paid from plan in this plan year2022-04-190
Other contributions to plan in this plan year2022-04-190
Other income to plan in this plan year2022-04-1923165
Plan net income in this plan year2022-04-1949562
Net assets as of the end of the plan year2022-04-19171999
Net assets as of the beginning of the plan year2022-04-19122437
Employer contributions to plan in this plan year2022-04-190
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-193170

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