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| Plan Name | FIRST HERITAGE FINANCIAL SERVICES, LLC 401(K) P/S PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FIRST HERITAGE FINANCIAL SERVICES, LLC |
| Employer identification number (EIN): | 472900270 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | KEVIN MALTEZO | 2023-04-06 | ||
| 001 | 2021-01-01 | KEVIN MALTEZO | 2022-05-31 |
| Measure | Date | Value |
|---|---|---|
| 2025 : FIRST HERITAGE FINANCIAL SERVICES, LLC 401(K) P/S PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-02 | 191 |
| Net assets as of the end of the plan year | 2025-10-02 | 118660 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 85496 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 50000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 10400 |
| Other income to plan in this plan year | 2025-10-02 | 19377 |
| Plan net income in this plan year | 2025-10-02 | 33164 |
| Net assets as of the end of the plan year | 2025-10-02 | 118660 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 85496 |
| Employer contributions to plan in this plan year | 2025-10-02 | 3578 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 191 |
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