HERITAGE FINANCIAL & INVESTMENT SERVICES OFB BENEFIT PLAN 401k Plan overview

HERITAGE FINANCIAL & INVESTMENT SERVICES OFB BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	HERITAGE FINANCIAL & INVESTMENT SERVICES
Employer identification number (EIN):	275022035
NAIC Classification:	523900

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-05-01	MATT APPENZELLER	2023-11-28
501	2021-05-01	MATT APPENZELLER	2022-11-29
501	2020-05-01	MATT APPENZELLER	2021-11-23
501	2019-05-01	MATT APPENZELLER	2020-11-06
501	2018-05-01	MATT APPENZELLER	2019-11-13
501	2018-01-01	KEITH STIMPERT	2019-07-19

Potentially related plans

• HERITAGE FINANCIAL GROUP, INC. 401K PLAN AND TRUST [EIN = 351517239]
• HERITAGE FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN [EIN = 141348251]
• HERITAGE FINANCIAL CORPORATION VISION PLAN [EIN = 911857900]
• HERITAGE FINANCIAL CORPORATION MEDICAL PLAN [EIN = 911857900]
• HERITAGE FINANCIAL CORPORATION DENTAL PLAN [EIN = 911857900]
• HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN [EIN = 464420482]
• HERITAGE FINANCIAL CORPORATION LIFE & DISABILITY PLAN [EIN = 911857900]
• HERITAGE FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN [EIN = 651172766]
• HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP [EIN = 251379620]
• HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN [EIN = 522159019]
• HERITAGE FINANCIAL SERVICES, INC. 401(K) PLAN [EIN = 043296007]
• HERITAGE FINANCIAL ADVISORS 401(K) PLAN [EIN = 861037028]
• HERITAGE FINANCIAL PARTNERS, INC. CASH BALANCE PENSION PLAN [EIN = 251379620]
• HERITAGE FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 580679647]
• HERITAGE FINANCIAL CORPORATION 401(K) PROFIT SHARING [EIN = 911857900]
• HERITAGE FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 640220550]
• HERITAGE FINANCIAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN [EIN = 141348251]
• HERITAGE FINANCIAL GROUP, LLC 401(K) PLAN [EIN = 464886506]
• HERITAGE FINANCIAL ADVISORS 401K PLAN [EIN = 824837455]
• HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN [EIN = 271788240]
• HERITAGE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN [EIN = 205723709]
• HERITAGE FINANCIAL ADVISORY GROUP, LLC CASH BALANCE PLAN [EIN = 863557139]
• HERITAGE FINANCIAL ADVISORY GROUP, LLC 401K PROFIT SHARING PLAN [EIN = 863557139]
• HERITAGE FINANCIAL ADVISORY GROUP, LLC CASH BALANCE PLAN [EIN = 863557139]
• HERITAGE FINANCIAL ADVISORY GROUP, LLC 401K PROFIT SHARING PLAN [EIN = 863557139]
• HERITAGE FINANCIAL PLANNER SOCA BENEFIT PLAN [EIN = 873553495]
• HERITAGE FINANCIAL PLANNERS, INC. CASH BALANCE PLAN [EIN = 873553495]
• HERITAGE FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN [EIN = 873553495]
• HERITAGE FINANCIAL, LLC 401(K) PLAN [EIN = 475099652]
• HERITAGE FINANCIAL ADVISORS, LLC 401(K) PLAN [EIN = 453956698]

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