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HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameHERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN
Plan identification number 001

HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HERITAGE FINANCIAL SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE FINANCIAL SOLUTIONS, LLC
Employer identification number (EIN):271788240
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMBER WALLIS2024-06-17
0012022-01-01AMBER WALLIS2023-07-11
0012021-01-01AMBER WALLIS2022-07-11
0012020-01-01AMBER WALLIS2021-06-29
0012019-10-01AMBER WALLIS2020-06-02 E. KENT SMOLL2020-06-03

Plan Statistics for HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN

Measure Date Value
2025: HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-054
Total number of particpants at end of year2025-05-052
Number of Participants With Account Balances2025-05-052
2024: HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-174
Total number of particpants at end of year2024-06-174
Number of Participants With Account Balances2024-06-174
2022: HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-114
Total number of particpants at end of year2022-07-114
Number of Participants With Account Balances2022-07-114

Financial Data on HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN

Measure Date Value
2025 : HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-0597168
Net assets as of the end of the plan year2025-05-05166212
Total assets as of the beginning of the plan year2025-05-05197280
Value of plan covered by a fidelity bond2025-05-0525000
Participant contributions to plan in this plan year2025-05-0516416
Other income to plan in this plan year2025-05-0539375
Plan net income in this plan year2025-05-05-31068
Net assets as of the end of the plan year2025-05-05166212
Net assets as of the beginning of the plan year2025-05-05197280
Employer contributions to plan in this plan year2025-05-0510309
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0596871
2024 : HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-17121
Net assets as of the end of the plan year2024-06-17197280
Total assets as of the beginning of the plan year2024-06-17134619
Value of plan covered by a fidelity bond2024-06-1713000
Participant contributions to plan in this plan year2024-06-1716315
Other income to plan in this plan year2024-06-1736255
Plan net income in this plan year2024-06-1762661
Net assets as of the end of the plan year2024-06-17197280
Net assets as of the beginning of the plan year2024-06-17134619
Employer contributions to plan in this plan year2024-06-1710212
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-17121
2022 : HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1180
Net assets as of the end of the plan year2022-07-11136337
Total assets as of the beginning of the plan year2022-07-1185857
Value of plan covered by a fidelity bond2022-07-1113000
Participant contributions to plan in this plan year2022-07-1118482
Other income to plan in this plan year2022-07-1118119
Plan net income in this plan year2022-07-1150480
Net assets as of the end of the plan year2022-07-11136337
Net assets as of the beginning of the plan year2022-07-1185857
Employer contributions to plan in this plan year2022-07-1113959
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1180

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